Verify client documentation

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Work on a document task to manage and track required documents for a Customer Lifecycle Operations service case.

    Vorbereitungen

    Role required:
    • For a business client: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.account_lifecycle_agent, or sn_bom_clo_b2b.contact_lifecycle_agent
    • For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.agent

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace and select a document task.
    2. On the Inbound Documents tab, choose a document.
    3. Once the document has been reviewed, click Verify.
    4. Click Close to complete the stage.
      In the parent CLO case, the related document verification stage shows as complete.

    Ergebnisse

    The Document Verification stage shows as complete, and the case automatically advances to the Due Diligence stage.

    Nächste Maßnahme

    Continue to the Due Diligence stage.