Note: This feature needs to be enabled on your bank. Please contact us in the chat, if you want to do so.
When to use this feature:
If your bank want to manually review the signatures in the request, but at the same time use Brevio's APIs to automate the rest of the reply process.
How to use the feature:
When receving an audit request via Brevio, it will show as an entry in your My Page👇
The yellow "Review signature" button, indicates that a signature validation is pending. Click on the button to open a validation box.
Review the signatures in accordance with your companies internal rules. You can also click on the busniess registration numbers - and it will send you to an external source where you can find signature rights in the busness registers (e.g. Brreg in Norway).
Choose which companies to accept or deny, and include your name - for internal and external reference. When confirming review, the auditor gets notified of the denied signatures 👇
The request status changes in My Page - and reads "Signature reviewed"
Now you can let your robots handle the rest 🤖
You can extract a list of the audit requests with status [reviewedSignatures], ref. API-documentation. Its easy to filter out the companies that were accepted and denied.
You can also call on a separate endpoint to indicate that the robot has picked up the reuqest for processing (link til API-documentation). This is useful information for back-office employees. A new indicator will then show in My Page looking like this:
When the robot has uploaded the audit letters to the request via the designated API-endpoint, it can be seen in My Page via an indicator (counter) like this.
