Tasks
The due diligence measures that must be taken to onboard an entity successfully. Tasks are displayed on the entity's assessments.
Tasks are specific to entity type, meaning that every task is associated with either individuals or companies.
Tasks can be passed manually or with the assistance of automated checks.
Users can use the Task notes area on the task to upload relevant documents, such as supporting evidence, and add notes, for example, recording conversations or events that took place outside Maxsight.
In this section:
There are two entity types: individual entities, which are used for people, and company entities, which are used for companies.
The automated processes that can be used to complete or assist in passing tasks.