Update High-Risk Account with Due Diligence Flag

These steps explain how to update a high-risk member's account with a Due Diligence flag.

  1. Launch Tool #15 Update Membership Information.

  2. In the Account base field in the Membership Maintenance pop-up, enter the account number.

  3. Click the forward arrow.

  4. Click the forward arrow again to move past the first Update Membership screen.

  5. In the Due diligence monitoring level field on the second Update Membership screen, enter the desired monitoring level.

  6. Click the forward arrow.

Learn More

Learn more about due diligence monitoring levels.