Background and field verification, tracked to completion

Internal and external vendor background verification for EY, and field verification for financial services at Hero Fincorp.

The problem

Verification ran over email with no status view, so cases stalled without anyone noticing.

01Structured form collection, document routing and status dashboards for internal vendors

02Public links sent by SMS for external vendor BGV, with no account needed

03Field verification cases assigned, geo-tagged and closed on mobile

Every case has an owner and a state, and turnaround is measured instead of estimated.