Product

Compliance Review Workflow

The staged review every account passes through before activation — onboarding, document collection, risk classification, and a documented approval decision.

Capabilities

Customer onboarding

Digital account opening captures the information a reviewer needs before activation.

Document collection

Supporting identification and business documentation is requested and reviewed.

Risk classification

Every account is assigned a risk classification — low, medium, or high — as part of the review.

Staged approval workflow

Approve, decline, or request more information — every decision is logged with a reviewer and timestamp.

Product Maturity

Available

Current Capability

  • Customer onboarding
  • Document collection
  • Risk classification
  • Manual compliance review
  • Approval workflow
  • Audit logging

Coming Soon

  • Automated AML / sanctions screening
  • PEP checks
  • Adverse media screening
  • Automated identity verification
  • Continuous monitoring

See how accounts get approved