Verify client documentation

Work on a document task to manage and track required documents for a Customer Lifecycle Operations service case.

Before you begin

Role required:

• For a business client: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.account_lifecycle_agent, or sn_bom_clo_b2b.contact_lifecycle_agent
• For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.agent

Procedure

1. Navigate to All > Financial Services Operations > Workspace and select a document task.

2. On the Inbound Documents tab, choose a document.

3. Once the document has been reviewed, click Verify.

4. Click Close to complete the stage.

   In the parent CLO case, the related document verification stage shows as complete.

Result

The Document Verification stage shows as complete, and the case automatically advances to the Due Diligence stage.

What to do next

Continue to the Due Diligence stage.