Improvements to Verify officers and Verify shareholders
We've added some improvements to make it easier to be sure you're adding the right officers and shareholders to the associates verification list and also act on new or updated results discovered during ongoing monitoring.
Here's what's changed:
- See all officer roles: If an officer holds multiple positions at the company, you can see all of them by clicking the officer's name.
- See which officers are resigned: Resigned officers are displayed at the bottom of the check results and they have their resignation dates displayed next to their name. Additionally, if you choose to move a resigned officer onto the associates verification list, a dialog is displayed asking you to confirm your choice.
- Quickly find the shareholders that own the company: Shareholders with the highest share percentage are displayed at the top of the check results.
- Catch new ongoing monitoring results: Just as before, if any new results are discovered for the Identify officers or Identify shareholders task, a new task version is created with the updated information. Now a banner is displayed on the new task version so you know why it's there.
To see these features, run a check on the Identify officers or Identify shareholders task.
You can also learn more in our help article.