An overview of all your business partners
The Partner overview displays the Business Partners you have a relationship with on the CoorpID platform. They can be either partners whose invitations you have accepted, or they can be external partners that you have invited. For each partner, you will see the status of their KYC request.
Keep track of every KYC request
The Review Page contains a detailed overview of the information that you have shared for each entity and the status of this information request. If you have made a mistake in one of your answers, you can revoke this specific answer and your partner can resend the request.
The Partner Overview is the starting point to invite external partners, view partner information and view reviews. You have a clear overview of all partners you are sharing information with via CoorpID and you can immediately see the request’s status, actions that are required and to whom it has been delegated. With the sorting function, you can see the latest activity in a review, for example when your partner is reviewing your answers. In addition, the audit log is there to better keep track of all actions on CoorpID.
Guided Review Editor for Corporations
The Guided Review Editor is a step-by-step editor to help you handle your first review with your partner, enabling you to swiftly link your entities to your partner and start answering your partner’s KYC information request.
With the Guided Review Editor, you can prepare your reply and reply to your partner in 4 easy steps:
- View the information request from your bank or business partner (first time information request with optional due date).
- Link / add entities requested by your bank or business partner with new smart suggestions assistance.
- Upload the requested information to your personal CoorpID vault (if this information is not already stored in your vault).
- Send a reply to your bank or business partner or delegate a task to a colleague
Our platform is self-explanatory, but sometimes you just want to follow some steps. For this, we created user guides, and videos to help you further.
Enjoy an improved workflow thanks to the reduction of manual and repetitive actions
Reply quickly and efficiently to information requests concerning multiple entities
Perform bulk actions
Accept invitations from banks and other financial partners for multiple entities in an instant
One click validation
Confirm that a document is still valid by simply checking a box
Save document in entity vault
Instantly store newly uploaded documents in each entity’s CoorpID vault
Re-use documents from vault
Reply to a request by selecting documents from the entity’s CoorpID vault