Application review
Explain an approval without searching through old emails.
Keep the decision, approver, reasons, checks and documents on the case. Find earlier exceptions and correspondence when an application is questioned or reviewed.
What it handles
Retain the checks, evidence, approvals and exceptions behind each material decision.
Risk & Compliance capability
What Decision history covers
Retain the checks, evidence, approvals and exceptions behind each material decision.
01
Decision, rationale and approver record
02
Linked checks, documents and correspondence
03
Exception and escalation history
04
Searchable evidence for review and audit
Workflow notes
Decision history in practice
A reviewer revisits an earlier application decision after new evidence arrives. The previous checks, exceptions and approvals need to remain understandable.
What to prepare
Prepare decision types, evidence references, approval responsibilities and the information reviewers need to reconstruct a case.
Review the workflow
- Trace the evidence considered at the time of the decision.
- Review the recorded approval or exception and its owner.
- Distinguish new evidence and subsequent decisions from the original record.
Why keep the basis of an earlier decision?
Later information may differ from what was available originally. A clear history lets reviewers understand the sequence of events without assuming that today’s record was the basis of yesterday’s decision.
Related tools for your team
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Proposals & e-sign — Build proposals from analysed pricing, send agreements for signature and track customer acceptance.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
A later reviewer should be able to find the decision, supporting evidence and approver without rebuilding the case from separate messages.
Continue through Risk & Compliance
Related capabilities
Review an application with us.
Bring a typical case and your approval requirements. We will show how to collect evidence, handle queries and record who approved, declined or referred the application.