If you're encountering the issue where manual review is required every time after creating new entities, it's possible that your automation settings are not set to auto-accept them.
Solution
**Please note you must be a full admin user to update the Automation settings
- To check your automation settings, go to the administration tab, then click on the automation tab
- Check to see if the correct events are being triggered for the category of submission. There are three types of events that can be triggered:
a) Identity Authentication event - This event matches the information from the portal submission with the existing information in the KYC profile
b) Document Authentication event - This event verifies the validity of identity documents
c) Biometric Authentication event - This event identifies clients are who they say they are through liveness testing or selfie upload - Make sure that all the toggle switches are turned on, including the Identity Authentication event, Document Authentication event, and Biometric Authentication event.
- Confirm the submission status - Once the end-user completes the portal flow and the related submission category event is triggered, the resulting status of the entry will be Auto Accepted
- If you've gone through the above steps and are still encountering the issue where manual review is required every time after creating new entities contact our support team to assist you further