The AMLHUB no longer requires you to unverify a transaction before making changes to it.
Simply click the red 'Update Deals/Owners' button at the top of your deal to navigate to the 'live' records. You can then make changes.
You will need to reverify the transaction once you have done so by clicking on the transaction and navigating to the 'verify' tab on the pop-out. A new snapshot of the transaction will be generated.
You can only re-verify transactions that have green ticks on the right side. This requires you to click into each record and verify it so that a green tick appears. You can then verify the overall transaction as usual.
Snapshots explained
When a transaction is verified a 'Snapshot' is taken. Snapshots are a static record of every aspect of the transaction at the time of verification. Snapshots cannot be edited.
Example of a snapshot of a verified transaction.
Once a transaction is verified, by default the AMLHUB will show you the most recent snapshot (i.e. the most recent verification) of the transaction. This is indicated by the pink background.
It's important to note that the entities shown may have since been re-used and changed. The snapshot always displays details as of verification date and time.
To make changes to a verified transaction you will need to click the red 'Update Deal/Owners' button at the top-right.
When changes are made and the transaction re-verified, another snapshot will be taken and added to the archive drop-down at the top-right of the transaction.
