What’s new for corporate users
Our new support tool
Corporates will now notice a question mark at the bottom right of the platform. This is our support tool and provides another opportunity for direct contact and feedback. It is better to use this tool rather than sending an email, speeding up problem resolution.
Enhanced review functionality
For a corporate KYC review, we have added the following:
- The option of sharing a single KYC request instead of sharing all
- The ability to undo request delegations by selecting the label “unassigned”
- Delete information that you have previously added for review
- Upload multiple files from your vault instead of just one
External Partner Flow additions
Corporates can now delete external partners within the platform and edit external partner names. We have also added a new section to send messages. External partners can also now respond to messages via the CoorpID platform even if unregistered.
Archive requests, entities and partners
We’ve now added an option to archive requests. KYC requests can accumulate quickly but our new feature means corporates can archive certain requests. When all requests relevant to a particular entity are archived, the entity itself is also archived. This provides added clarity by streamlining the requests page.
What’s new for partner users
Enhanced review functionality
You can now add a list of entities during a partner review. You also no longer need to be a Team Manager to do so. Member and Contributor roles also have this ability.
Archive requests, entities and corporates
We’ve added an option for partners to archive KYC requests in the CoorpID platform. KYC requests can accumulate quickly but our new feature means banks can archive requests and when all requests relevant to a particular entity are archived, the entity itself is also archived. This provides added clarity for partners, streamlining the requests page.
Our new support tool
Bank users will now notice a question mark at the bottom right of the platform. This is our support tool and provides another opportunity for direct contact and feedback. It is better to use this tool rather than sending an email, speeding up problem resolution.
