Automatic task completion when no associates are returned
You now have the option to automatically complete the Assess company ownership and Identify officers tasks when no associates are returned from the data provider and there are no associates present in the verification list.
The new option can be selected in addition to the verification list criteria for automatic task completion. This means you can configure tasks to automatically complete in either scenario: 1. When associates are returned and require verification; and 2. When no associates are returned from the data provider.
Automatic task completion when no associates are returned only happens when a company data check has passed. The task doesn’t complete automatically if the check returns a partial, fail, or error result.
How selecting this option impacts new task versions
- If the most recent passed check in a new task version doesn’t find an associate and there are no associates in the verification list, the new task version automatically completes.
- If the most recent passed check in a new task version finds an associate or if there are associates in the verification list, the new task version doesn’t automatically complete.
Additional information
Refer to our help site to learn more about automatic task completion. To set this up, contact your implementation specialist.