Tasks
The due diligence measures that must be taken to onboard a profile successfully. Tasks are displayed on the profile’s product application.
Tasks are specific to profile type, meaning that every task is associated with either individual profiles or company profiles.
Tasks can be passed manually or with the assistance of automated checks.
Users can use the Task notes area on the task to upload relevant documents, such as supporting evidence, and add notes, for example, recording conversations or events that took place outside Passfort.
The applicants or customers currently going through your onboarding processes. One profile is created per applicant or customer.
The process of onboarding profiles to products. A profile may be going through multiple product applications at the same time.
There are two profile types: individual profiles, which are used for people, and company profiles, which are used for companies.
The automated processes that can be used to complete or assist in passing tasks.