Overview
During a BGLiD request, you have the option to toggle Request to store ID.
Enabling this toggle will cause identification submitted in the Identity Verification process to be available for import within CAS 360.
- Simply click Import ID on the notification received related to the identity verification.
This process does require consent from the individual completing this identity verification.
Instructions
- In the initial BGLiD request, set the Request to store ID toggle under Optional Settings to YES:
- For instructions on completing the BGLiD request, see the BGLiD Article.
- The individual related to the BGLiD request now needs to complete this identity verification process.
During this, ensure to tick the optional consent confirming that the verification agent can collect and store the ID information and documents:
- With the verification complete, a notification will be received in CAS 360.
Hover over this notification and click Import ID:
Note: Ensure to select Import ID on the most recent notification received
To prevent duplication of data, only the most recent notification can be used to Import ID.
Any other notification will redirect you to the Individual Compliance tab, prompting you to edit the data yourself or review what ID details have already been imported.
- A popup will appear. Click Confirm to import the ID information:
Once imported, the identification details section will pre-fill with the imported data.
Additionally, a copy of the ID information is uploaded to CAS 360 as a PDF file. This can be accessed at the bottom of the individual's compliance screen: