Send ID verification invite when customer receives tag
Send ID verification invite when customer receives tag
Your customers flagged for ID verification often miss a verification link, delaying onboarding. Automatic invites get coordinators verification-ready same day.
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Overview
When customers are tagged for identity checks, manual outreach and follow-up slow onboarding and fulfillment. This flow creates the signing dossier, issues the invite, and tags the customer record so coordinators can complete verification the same day.