GoProposal Ideas Portal
Add a new idea
Filter by status
We're Taking A Look At This
2
One For The Future
0
Love This Idea Likely To Be Coming Your Way
0
Great Idea Currently In The Works
0
Great Minds Think Alike - This Exists Today
0
Great Ideas Delivered
0
Not In Our Plans Right Now
0
Filter by category
AML
×
21
Electronic Check
×
6
KYC
×
2
Risk Assessment
×
4
Existing Feature
×
45
Existing Integration
×
13
Go Proposal
×
88
Configurations
×
12
Contact Hub
×
7
Create Proposal
×
5
Integrations
×
10
Line Items
×
11
Pricing
×
10
Proposal Dashboard
×
10
Templates
×
11
User Management (Roles)
×
2
New Feature
×
89
New Integration
×
7
OverSuite
×
61
Create LOE
×
10
Engagement Letter Request
×
9
Key Documents
×
11
Service Schedule request
×
2
Setup Wizard
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
4
Vote
KYC High Risk Factor warning pop up and mitigation box
When we are conducting the KYC on clients there are certain answers that would benefit from a risk warning and mitigation box as currently there is nowhere to add mitigation if a person is a PEP/RCA or not compatible with our firmwide Risk Assessm...
Created 23 Jul 10:48 by Guest
KYC
1
We're Taking A Look At This
1
Vote
Be able to edit the KYC's once they are sent to approver for example if the the completer has made a mistake you can't change it
Its frustrating that it can't be changed once its sent to approver as it means there is wrong documentation on the file forever
Created 10 Oct 08:32 by Guest
KYC
0
We're Taking A Look At This
1
We're Taking A Look At This
0
We're Taking A Look At This