Create onboarding cases for newly verified UBO records
Create onboarding cases for newly verified UBO records
Your verified UBO results remain untriaged, leaving onboarding stalled and client activation blocked. Create review cases so coordinators finish onboarding and clear blockers within one business day.
Overview
When UBO verifications sit in the database untriaged, onboarding stalls and activations are blocked. This workflow creates review cases automatically so onboarding coordinators can act within one business day and clear activation blockers.