KYC-based workflows | Ideas and Suggestions

KYC-based workflows

planned

Kshitish Purohit

KYC-based workflows like account approval, auto-suspension etc. to be available for SP account managers.

Kshitish Purohit

marked this post as

planned

Kshitish Purohit

marked this post as

under review

Kshitish Purohit

MVP action set:

KYC/document upload to be incorporated with 'Requests' on SP admin.
Admin to be able to approve or reject the documents.
Corresponding action to be captured on administrator logs and an email sent to all admins and the primary user of the account.