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 which conversations or events took place outside of Passfort.