Sometimes there are changes you want to make to a deal after it has been handed over. There are two ways this can be managed: through the app or the desktop.
Update a deal in the app
There are limited options to update a deal using the app once it has been handed over.
Individuals can't be removed via the app.
You can only add new individuals into the app with updated information.
The deal can be handed over as many times as needed, until the deal is verified.
Re-handing over the deal allows you to update the information related to the deal.
Select the blue 'Handed Over' button.
Review and update the deal information.
Press the blue 'Handover' button at the bottom to send it to your team again.
AML admin can reconcile individuals in the deal on the desktop platform, if necessary.
Update a deal in the desktop
If you have permission to access the AMLHUB desktop, you can modify your deal and its information there.
Log into the AMLHUB desktop platform.
Navigate to 'Deals' in the CDD register.
Locate and select your deal.
Update any information as necessary and press the blue 'Update' button.
Click on the top module of the deal.
In the pop-out menu to the right, under the 'Details' tab, select 'Handover'.
The deal will be handed over to your team again.