Needs review

The Needs review list contains all profiles that require manual review.

Label	Description
Name	The customer’s full name as collected on the application. This name is used in KYC verification and AML screening.
Latest Event Status	Displays the status of executed workflow event.
Issues	Displays any issues found in the customer application.
Risk Level	Risk level of customer.
Created	Display the age of the customer application.
Updated	Displays when the last change was made to the customer application.
Latest Workflow	Displays the workflow used
Assignee	Displays the user assigned to the customer application for review and decisioning.

List Filtering & Sorting

You can also filter the entities displayed in the entities table using the filtering options available under the search bar.

Filter by entity status

Use the Entity status dropdown menu to select the status types of the entities to display.

Once you've selected the status types to display, select Apply. Select Clear to unselect all the status type.

Filter by issue type

Use the Issues dropdown menu to select the issue types of the entities to display.

Once you've selected the issue types to display, select Apply. Select Clear to unselect all the issue types.

Filters overview modal

Select the Filters button to open the Filters modal. Using the Filters modal, you can view all the possible filters that can be applied to the entities displayed in the entities table.

The filters you can select are categorized according to the following:

Entity status
Issue
Risk level
Created date
Last updated
Workflow
Event status
Assignee

Select the filter criteria you prefer, and then select Apply filters to enable those filters. To start over, select the Clear all button to remove your selection.

Sorting entities

To sort the entities displayed in the entities table, select the sorting icons (up and down arrows) beside the CREATED and UPDATED column headers. The direction of sorting (descending or ascending) is highlighted by a single blue arrow:

A single blue up arrow means the entities are displayed in ascending order.
A single blue down arrow means the entities are displayed in descending order.