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iComply Customer Documentation
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Auto Assignment

The Auto Assignment is country specific and allows administrator (based on the event) to configure the system to assign the entry from 1 or all countries to a specific reviewer.

PreviousAuto AcceptanceNextEntity Profile

Last updated 1 year ago

With this feature, the assignment process is streamlined to have specific event/s assigned to a reviewer based on your companies organizations structure.

Entity Profile

When an Entity Profile is created or updated, the system will use the configured automation to assign the profile to the specified reviewer.

Identity Authentication Event

When the Identity Authentication Event is triggered (New addition or a request for update event), the system will use the configured automation to assign the profile to the specified reviewer.

Document Authentication Event

When the Identity Authentication Event is triggered (New addition or a request for update event), the system will use the configured automation to assign the profile to the specified reviewer.

Biometric Authentication Event

When the Biometric Authentication Event is triggered (New addition or a request for update event), the system will use the configured automation to assign the profile to the specified reviewer.

Supporting Documents

When the Supporting Documents Event is triggered (New addition or a request for update event), the system will use the configured automation to assign the profile to the specified reviewer based on supporting document type.