Work on a document verification task

A document agent can review and approve or reject a document submitted for verification via Financial Services Operations applications.

Before you begin

Note:

An OCR-processed document can be automatically reviewed and approved. For information on OCR-processed documents, see Financial Services Operations Integration with Document Intelligence.

Role required: admin

Procedure

1. Navigate to Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Document verification, open the task list.
   • For your assigned tasks, select Assigned to me.
   • For all document verification tasks, select All.
4. In the list, select the document verification task that you want to work on.
   To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
5. Verify the completeness of all documents that are submitted.
   If a document has been processed through OCR, you can select Open in DocIntel to review the document and update document field values, or check the Field values tab to review extracted document field values. For more information, see Financial Services Operations Integration with Document Intelligence.
6. Optional: From the Notes and Activity tab in the Work notes field, enter any comments.
7. Select one of the following options.

   Task	Action
   Verify	Select Verify if the document details are sufficient.
   Reject	You can reject a document verification task if the details are insufficient. From the Rejection reason field, select the reason from the following options. Information mismatch Incorrect document Expired document Scanning issues Fraudulent document Select Reject.

Result

If the task is verified, the document verification task state shows as Verified. If the task is rejected for verification, the document verification task state shows as Not Submitted.