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Applications

The product application lifecycle

Learn about the product application lifecycle in PassFort from a user's perspective. This video covers the three stages of the product application lifecycle, plus application statuses and flags.

Updated 1 year ago by Ainsley

What happens to new product applications?

Learn what happens when a new product application is added to a profile, from task creation to application approval/rejection.

Updated 1 year ago by Ainsley

What happens to monitored product applications?

Learn what happens after a product application is approved, including what causes applications to go into review.

Updated 1 month ago by Caroline

What happens to product applications in review?

Learn what happens when approved applications go into review, from performing checks to application approval/cancellation.

Updated 1 year ago by Ainsley

How are company associates onboarded?

Learn how to onboard and monitor officers, shareholders, trustees, and authorised persons.

Updated 2 years ago by Ainsley

Approve an application

Learn how to approve a product application that’s new or in review.

Updated 5 months ago by Caroline

Reject or cancel an application

Learn to reject a new product application or cancel an approved product application.

Updated 1 month ago by Caroline

Application escalations

Learn what happens when an application is escalated and how to review applications that have been escalated to your team.

Updated 1 year ago by Ainsley

Assign product applications to users and teams

Learn how to assign and unassign product applications.

Updated 1 year ago by Ainsley

The application status and flag

Learn what the application status and flag are and how they're used.

Updated 3 months ago by Caroline

Applying decision reasons to applications

You can create standardised lists of reasons that can be used to accept, reject, or cancel applications. Using these standardised lists allows you to track trends in application lifecycles.

Updated 5 months ago by Caroline

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