Complete HMO due-diligence result fields
Complete and verify every supported field in this kyc internal group. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → HMO Manager → KYC
Before you start
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Verify module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What you’ll accomplish
Complete and verify every supported field in this kyc internal group. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Follow these steps
- Sign in to the staff admin area and open Admin Area → HMO Manager → KYC.
- Verify that your account meets the access rule: HMO Manager: Create or Edit.
- Go to the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields and options to review
Identity Check Statusidentity_check_status
Address Check Statusaddress_check_status
Sanctions Screening Statussanctions_screening_status
Pep Statuspep_status
Source Of Funds Statussource_of_funds_status
Risk Ratingrisk_rating
KYC Statuskyc_status
Category/help-centre/category/hmo-manager/
Topic/help-centre/topic/hmo-manager-kyc-internal/
Rules the system enforces
- The supplied form/model accepts the listed field names in this workflow.
- Use verified source evidence and reopen the saved record to confirm each value.
How to confirm it worked
- The complete hmo due-diligence result fields workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.