Create AML certificate and attach it to contact record
Create AML certificate and attach it to contact record
Your certificate requests arrive without a stored PDF, leaving records incomplete. Certificates are produced from a template and attached to contact records so files are audit-ready same day.
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Overview
Unprocessed certificate requests create compliance risk and slow onboarding. This flow produces a template-based AML certificate and links the PDF to the contact record so compliance officers have audit-ready files same day.