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It also includes reporting and tools for copy, import, and export of onboarding types.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"How are risk rules used during onboarding processing?",{"text":67,"@type":63},"Risk rules and lists drive both risk-based approval and straight-through processing paths. The manual also includes configuration of a weighted risk model and risk weight settings.",{"name":69,"@type":60,"acceptedAnswer":70},"What steps are included for configuring ID-PAL and prospect reminders?",{"text":71,"@type":63},"The manual describes configuring ID Pal emails, the ID-PAL approval process, and the onboarding data request email using a specified hyperlink format. It also provides guidance for configuring prospect reminder rules and managing onboarding filters for approved/rejected external prospect alerts.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},639841,1792930438,{"code":4,"msg":81,"data":82},"success",{"doc_id":78,"user_id":83,"nickname":42,"user_avatar":84,"doc_module":4,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":86,"file_id":87,"file_url":88,"file_type":89,"file_size":90,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":91,"language":92,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":93,"faqs":94,"seo_title":95,"seo_description":12,"update_tm":96,"read_time":97},3985747874149,"https://ap-avatar.wpscdn.com/avatar/3a001161165b4dc3d9e?x-image-process=image/resize,m_fixed,w_180,h_180&k=1790129441039064114",6,"OnBoarding User Manual   \nVersion: 3.3 June 2024  \nApproved By  \nLucie Crick  \nLucie Crick  \nLucie Crick Ruth Brooks  \nVersion  \n3.0  \n3.1  \n3.2  \n3.3  \nDate  \n05-01-24 19-02-24 03/04/24 24/06/24  \nContents  \nIntroduction ............................................................................................................................................ 6  \nConfiguration-Initial Implementation ................................................................................................... 6  \nFile Criteria .......................................................................................................................................... 6  \nJaro Containment Bias ........................................................................................................................ 8  \nSearch Process .................................................................................................................................... 9  \nConfiguration-OnBoarding Types.......................................................................................................... 9  \nInitial Creation and Naming the OnBoarding Type ........................................................................... 10  \nData Collection Welcome Message .................................................................................................. 11  \nTerms and Conditions Message ........................................................................................................ 11  \nConfirmation Message ...................................................................................................................... 11  \nVerification Message......................................................................................................................... 12  \nAuto-Send ID PAL Link and Data Submission Confirmation Message .............................................. 12  \nProperty Groups................................................................................................................................ 14  \nProperties.......................................................................................................................................... 15  \nRisk Rules .......................................................................................................................................... 16  \nLists ................................................................................................................................................... 17  \nRisk Based Approval .......................................................................................................................... 20  \nStraight Through Processing ............................................................................................................. 22  \nEmail Alerts ....................................................................................................................................... 23  \nConfigure ID Pal Emails ..................................................................................................................... 27  \nConfigure ID-PAL approval process................................................................................................... 29  \nConfigure OnBoarding Data Request Email with Hyperlink.............................................................. 33  \nAlthough the text of the message can be adapted to read as required, the hyperlink format must beas shown. The ‘here’will then be what the Prospect will click on to follow the link.{{linkstart}}here{{linkend....................................................................................................................... 33  \nProspect Reminders .............................................................................................................................. 33  \nConfiguring new Prospect Reminder rules ........................................................................................... ","cbCaifp0J5Zgq8BN","https://ap.wps.com/l/cbCaifp0J5Zgq8BN","pdf",11441974,166,"English","# Introduction\n# Configuration-Initial Implementation\n## File Criteria\n## Jaro Containment Bias\n## Search Process\n## Configuration-OnBoarding Types\n### Initial Creation and Naming the OnBoarding Type\n### Data Collection Welcome Message\n### Terms and Conditions Message\n### Confirmation Message\n### Verification Message\n### Auto-Send ID PAL Link and Data Submission Confirmation Message\n## Property Groups\n## Properties\n## Risk Rules\n# Lists and Processing\n## Risk Based Approval\n## Straight Through Processing\n## Email Alerts\n## Configure ID Pal Emails\n## Configure ID-PAL approval process\n## Configure OnBoarding Data Request Email with Hyperlink\n## Prospect Reminders\n## Configuring new Prospect Reminder rules\n## New Manage Onboardings Filters\n## Onboarded Approved/Rejected External Prospect Alerts\n## Data Collection Summary Report\n# Tools and Models\n## OnBoarding Type Copy, Import and Export Tool\n## Preparing the OnBoarding Type\n## Copying an OnBoarding Type\n## Permissions for the OnBoarding Type Copy Tool\n## Exporting an OnBoarding Type\n## Importing an OnBoarding Type\n## Manual Elements Prompt List\n## Weighted Risk Model\n## Configuring an OnBoarding Type for Weighted Risk\n## Configuring Properties\n## The Risk Weight Percent\n## Default Weighted Risk Score","[{\"question\":\"What topics does the OnBoarding User Manual Version 3.3 cover?\",\"answer\":\"It covers onboarding configuration, onboarding types, message flows for data collection, property groups and properties, risk rules, processing modes, and email alert setup. 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It also provides guidance for configuring prospect reminder rules and managing onboarding filters for approved/rejected external prospect alerts.\"}]","OnBoarding User Manual - Version 3.3 - June 2024 | PDF",1792705638,418,{"code":4,"msg":81,"data":99},[100,104,108,112,117,120,125,130,135,138,142],{"id":22,"doc_module":4,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},"Story & Novel",90,"story-novel",{"id":26,"doc_module":4,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},"Literature",80,"literature",{"id":33,"doc_module":4,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},"Exam",70,"exam",{"id":113,"doc_module":4,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},5,"Comic",60,"comic",{"id":85,"doc_module":4,"doc_module_name":25,"category_name":29,"show_sort_weight":118,"slug":119},50,"technology",{"id":121,"doc_module":4,"doc_module_name":25,"category_name":122,"show_sort_weight":123,"slug":124},7,"Healthcare",40,"healthcare",{"id":126,"doc_module":4,"doc_module_name":25,"category_name":127,"show_sort_weight":128,"slug":129},8,"Research & Report",30,"research-report",{"id":131,"doc_module":4,"doc_module_name":25,"category_name":132,"show_sort_weight":133,"slug":134},9,"Religion & Spirituality",20,"religion-spirituality",{"id":133,"doc_module":4,"doc_module_name":25,"category_name":136,"show_sort_weight":133,"slug":137},"World Cup","world-cup",{"id":139,"doc_module":4,"doc_module_name":25,"category_name":140,"show_sort_weight":139,"slug":141},10,"Lifestyle","lifestyle",{"id":143,"doc_module":4,"doc_module_name":25,"category_name":144,"show_sort_weight":113,"slug":145},19,"General","general"]