1. Navigate to the client's Risk Assessments page.
  2. Find the assessment pending your approval.
  3. Review the risk assessment details:
  • Client information snapshot
  • Questionnaire answers and risk scores
  • Verification documents
  • Search and screening results
  1. As an approver, click Approve or Reject.
  2. Add notes explaining your decision.
  3. If multi-layer approval is configured, the assessment may require additional approvers at higher risk levels.