Manual Processing in Cortex

1. Log into 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 reportable results button.
3. Select "generate and mark complete."
4. Score the order as “ID Verified.”

If you want to move the order to complete - fail

1. Leave the search status as “Alerts Found.”
2. Select the reportable results button.
3. Select "generate and mark complete."
4. Score the order as “ID not Verified.”

If an order requires further review, follow the steps below

1. Update the search status to “Compliance Review.”
2. Select the reportable results button.
3. Select "generate and keep in progress."
4. Score the order as “On Hold.”
5. 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.