14.08.2024
System Release Notes | Cancelled Know Your Customer (KYC) Checks
Release Overview:
We have introduced a new feature that allows users to manually cancel standalone Know Your Customer (KYC) checks under certain conditions. This update gives users more control over the KYC process while maintaining flexibility in managing checks as needed.
Key Features:
1. Manual Cancellation of KYC Checks |
Users can now manually cancel standalone KYC checks that have been invited but not yet started, or that are currently in progress.
2. Cancellation Confirmation |
If you cancel a KYC check that is already in progress, a confirmation dialogue box will appear, informing you that the charge for the check will still apply
3. Applicant Notification |
When an applicant next signs in, they will see a notice confirming that their KYC check has been canceled. The notice will also instruct them to contact the letting agent if they need to discuss the cancellation.
4. Re-instate KYC Check |
If you decide to proceed with a KYC check after it has been canceled, you can use the ‘Replicate’ feature to generate a new form. This form will be pre-filled with the applicant’s previous information, making it quicker to complete. The form will include any changes made by the applicant before the cancellation, and agents will have the ability to make further adjustments as needed.