What do the different statuses mean?

CertifID statuses represent where the client is in the CertifID process

 


When using CertifID, there are 6 different statuses.

 

 

Sent: The CertifID request has been sent to the recipient, but no additional action has been taken.

 

Started: The client has received the email and clicked on the link to get started with the CertifID process.

 

Expired: The request was not viewed within 60 days by the client.

 

Failed: The client did not pass one of the three layers of security.

  1. two-factor authentication

  2. knowledge based authentication questions,

  3. Device verification.

 

Rejected: The client has rejected the account information that was sent through a CertifID confirm request.

 

CertifID: The client has successfully completed one of the three request types.

  1. Send: the client received your wiring instructions successfully and had the option to purchase additional protection through the money protection plan.

  2. Confirm: the client has confirmed the account information you sent and you are now safe to disburse funds to that account.

  3. Collect: the client has submitted their account information and you can safely use this account information to disburse funds.

 

For any additional information, please contact your Customer Success Manager or reach us at support@certifid.com.