Id: | 9522 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 1.04.04 |
Opened: | 13/12/2011 |
Closed: | 14/12/2011 |
Released: | 01/02/2012 |
Job: | J008730 |
Account Warnings not checks Identification Decision for Account Signatories
The built-in Account Warnings Script not checks the Identification Decision for all Account Signatories.
The Client Group for a Client may define a Decision Card used to score Identification, e.g., a 100 Point Check. If the Client Group does define a Decision Card, a check is made to ensure that each Account Signatory has a current Decision Outcome (stored as a Client Log).
The following warnings may be added:
No Identification Decision found. (Alert)
Latest Identification Decision has expired. (Alert)
Latest Identification Decision has an outcome of 'Fail'. (Alert)
Latest Identification Decision has an outcome of 'Refer'. (Alert)
Latest Identification Decision has an outcome of 'Pass'. (Information)
A Client's latest Identification Decision can be viewed from the Clients form, Identification page. The caption describing the latest Decision Outcome will be red if the Decision Outcome was 'Fail' or if the Decision Outcome has expired.