Request Additional Information
The Request Additional Information feature allows compliance officers to gather extra details from applicants without disrupting the regular verification flow.
Here’s how to request additional data from a user:
Navigate to the
Applicants
section from the Sidebar Menu.Search for and select the applicant whose verification flow you want to restart.
Once in the applicant's profile, locate the drop-down list for verification flows within the
Flow Tracker.
If available, click the
Request Additional Information
button:

Fill in the required details for requesting the additional information.
Create a unique link to the on-demand verification flow, which you can send to the applicant for them to provide the data you require.
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