RELATED IDEAS
Reminder from BM once AML ID has expired to get new ID (POA + Photo ID)
It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.
Hi @Guest Thanks for the idea submission - we have work scheduled for improving the ID verification and AML capabilities within BM (and across Bright more generally). We will certainly look to fold this in as we plan for the project.
Thanks,
James