Edit an associate’s data
When an associate is on the verification list, you can update their data by editing the information about the associate stored in their Entity data section.
The following fields are completed automatically and cannot be edited:
Assessment status: Indicates the status of the associate’s verification and approval. To learn more, see About the associates verification list.
Other roles: When the associate appears on multiple verification lists as part of this assessment, every role the associate is being verified for is displayed here, for example, Director and Beneficial Owner.
Note
To edit an authorized person’s relationship, add a new authorized person with the same name. When you add the new authorized person, the Create new authorized person dialog is displayed where you can enter the relationship you want to use into the Relationship field. When the Resolve possible duplicates dialog is displayed, select the original entity. To learn more, see Resolving possible duplicates.
You can add or edit any of the following verification list information for individuals: First names, Surname, Date of birth, Email address, Phone number, Nationality, and External reference.
You can add or edit any of the following verification list information for companies: Country of incorporation, State of incorporation (United States and Canada only), Company name, Company number, Incorporation date, Ownership type, Shares, Liability, Tax codes, and External reference
The following information is not stored in Entity data: Appointed date or Resignation date for officers and trustees; Share % or Share detail for shareholders. You can add this information to the associate by copying from an imported associate. See Copy information from imported associates.
Entity data can contain additional fields not displayed in the verification list, such as custom fields.
To add to or modify an associate's data:
Select the associate’s name in the verification list. The associate’s assessment status is displayed.
Select .
Select the Edit icon
and select the category of data you’d like to edit. A dialog is displayed with all the editable fields in the category.Update any field.
Select . The change is reflected in the entity data and on the verification list.