Create KYB onboarding issue from labeled email submissions
Create KYB onboarding issue from labeled email submissions
Your KYB submission emails arrive untracked, causing verification delays and unclear handoffs. Coordinators can verify submissions and progress cases same day.
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Overview
Untracked KYB emails create onboarding bottlenecks and manual handoffs; this flow turns verified submissions into tracked issues for coordinators. That means clearer ownership and verifications completed the same day, keeping activations moving.