Manual Processing in Cortex

1. Log in to Cortex
2. Filter the status column on “Pending.”
3. Select a pending order from the order table.
4. Review ID images to confirm the name and DOB match what is provided.
5. Confirm the ID isn’t expired.
6. Compare the selfie and image pulled from the ID.

If you want to move the order to complete - pass

1. Update search status to “No Alerts Found.”
2. Select the "Generate Report" button.
3. Select "Change Status to Complete and Score ID Verified"
4. Select "OK" to save

If you want to move the order to complete - fail

1. Leave the search status as “Alerts Found.”
2. Select the "Generate Report" button.
3. Select "Change Status to Complete and Score ID not Verified"
4. Select "OK" to save

If an order requires further review, follow the steps below

1. Update the search status to “Compliance Review.”
2. Select the "Generate Report" button.
3. Select "Change Status to in Progress"
4. Select "Ok" to Save
5. Set the score to "On Hold"
6. Optional: Visit the notes tab to post reasoning for scoring the order “On Hold.”

An order may be placed on hold for several reasons: an invalid ID type was submitted, a reorder invite was sent, the order requires further review, or the applicant has entered incorrect PII, which must be updated before completing the order.