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Updating Applicant Data

Learn how to update applicant (client) data in Axvero to ensure accuracy, compliance, and up-to-date information for all applications. This workflow applies to both organization users and agents.

What You Can Do​

  • Update individual or corporate applicant data at any time (with permission).
  • Keep authorized representatives and contact details current.
  • Ensure all changes are tracked for audit and compliance.

Who Can Update Applicant Data?​

  • Internal team members with appropriate permissions (e.g., Case Managers, Administrators)
  • Primary applicants (for their own data, if self-service is enabled)
  • Other applicants only if the applicant (Axvero user) has explicitly granted permission to edit their profile.
  • By default, if a profile is shared, the recipient has access to update the information unless restricted by the applicant.

What Data Can Be Updated?​

How to Update Applicant Data​

  1. Navigate to Applicant Profile

    • Go to Applicants in the main navigation menu.
    • Search for and select the applicant (individual or corporate) you want to update (if you have access).

  2. *Edit Applicant Information

    • Click "Edit" or "Update" on the applicant profile page.
    • Update the necessary fields (personal, contact, business, or related party details).
    • For corporate applicants, you can add or update authorized representatives.

  3. Save Changes

    • Click "Save" or "Update Applicant".
    • Changes are immediately reflected in all linked applications.
    • An audit log entry is created for compliance.

  4. Review Linked Applications

    • Review any applications linked to the applicant to ensure data consistency.
    • Notify relevant team members or agents if critical data (e.g., contact info, legal name) has changed.

Best Practices​

  • Always verify the applicant’s identity before making changes.
  • Double-check updated information for accuracy and completeness.
  • For corporate applicants, keep authorized representative details current.
  • Use notes to document the reason for significant changes.
  • Regularly review applicant data for outdated or missing information.

Troubleshooting & FAQ​

Q: Who can update applicant data?

  • Only users with the appropriate permissions or access can update ap plicant data. Primary applicants can update their own data if self-service is enabled.

Q: Are changes tracked?

  • Yes, all changes are logged for compliance and auditability.

In Axvero, keeping applicant data accurate and up to date is essential for compliance, reporting, and smooth application processing.