Change a Entity’s workflow
A workflow allows you to change the combination of checks that are performed on a entity.
A workflow allows you to change the combination of checks that are performed on a customer at any given time in the customer’s lifecycle.
To change the ‘workflow’ via the Portal.
- Open the entity profile.
- Select Edit profile from the profile menu.
- In the Edit entity details page, select the preferred workflow from the Workflow dropdown menu.
- Select Save & Verify to run the new workflow.