You can now ensure that associate roles in the Assess company ownership task no longer contribute to the company’s risk score.

Removing an associate's role from the company profile automatically cancels or rejects the product application for that role and severs the role’s relationship to the parent company, ensuring it isn't factored into the company’s risk score.

Associates with all roles removed from the company’s profile in the Assess company ownership task don’t appear in the Removed tab, but you can still access their profiles and applications by selecting the associate’s name in the company profile's audit report item that's generated when a role is removed.

How it works

• You now have an edit associate view in the Assess company ownership task where you can remove a role from the company profile (new) or remove a role from the verification list (existing).
• In the edit view, you can see the roles that have been removed from the verification list but still contribute to risk score. From here you can add them back to the verification list or remove them from the company profile.

• Removing from the verification list indicates that the associate role no longer needs verification and approval, moving the role’s product application to canceled or rejected. However, the removed role still contributes to the company’s risk score.
• Removing from the company profile severs the associate role's relationship to the parent company, ensuring it isn't factored into the company's risk score. This also moves the role’s product application to canceled or rejected.

Important information

If you remove an associate role from the company’s profile in the Assess company ownership task, but that associate still holds a role in any other task, for example the Officers task, that role might still contribute to the company’s risk score if that’s how your risk policy is set up.

Out of scope

• Being able to remove roles from the company profile in other associate tasks.

Read more about it in our help page.