Manual Processing in Cortex
Follow the steps below to process orders that require manual review
- Log into cortex.cerebrum.com
- Filter the status column on “Pending.”
- Select a pending order from the order table.
- Review ID images to confirm Name and DOB match what is provided
- Confirm the ID isn’t expired
- Compare the selfie and image pulled from the ID.
If you want to move the order to complete - pass
- Update search status to “No Alerts Found.”
- Select the reportable results button.
- Score the order as “ID Verified.”
If you want to move the order to complete - fail
- Leave the search status as “Alerts Found.”
- Select the reportable results button.
- Score the order as “ID not Verified.”
If an order requires further review, follow the steps below
- Update the search status to “Compliance Review.”
- Select the reportable results button.
- Score the order as “On Hold.”
- 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.
- If you have an order that requires data changes, such as updating the name, DOB, or address, send an email to [email protected]. She will make the changes from our database. Once they are complete, you can mark the order as completed.
Updated 3 days ago