Update onboarding ID token on contact records immediately
Update onboarding ID token on contact records immediately
Your advisor onboarding forms with ID entries can stall verification and delay commissions. The workflow writes a token and redacted ID to contact records so coordinators can verify profiles same day.
Overview
When advisor ID submissions pile up, verification stalls and commission processing can be delayed. This flow tokenizes IDs, updates contact profiles, and files exceptions so onboarding and compliance can verify profiles and clear cases same day.