Verify client documentation

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    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

    Procedimento

    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.

    Resultado

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

    O que Fazer Depois

    Continue to the Due Diligence stage.