Create KYC verification session and update client record
Create KYC verification session and update client record
Your KYC requests lack a verification URL in CRM, stalling onboarding and compliance. It attaches the session URL and updates the client record so coordinators can act same day.
Overview
When verification links aren’t visible in CRM, onboarding grinds to a halt and compliance reviews get delayed. This flow generates the verification session and writes the URL and status back to the client record so coordinators see the link and can act within minutes.