How long does a KYC/VOI link stay valid, and what happens if the client deletes or misses it?
The link stays valid for 28 days with one automated reminder at 3 days; if the link expires a new KYC request must be sent.
Link validity. A KYC/VOI link sent to a client stays valid for 28 days.
Automated reminder. If the client hasn't completed the link within three days, easyAML sends them one automated reminder text.
If the client deletes the original SMS or the reminder. The KYC request can be resent manually.
What happens if the original link expires. A new KYC request needs to be sent manually. Resending the original expired SMS is not currently supported..
Sending to both phone and email. The platform supports sending the KYC link to the client by SMS and email at the same time - recommended where deliverability is uncertain (e.g. overseas clients, China where SMS hyperlinks are blocked).
Client education. easyAML provides a customer brochure explaining the KYC process to reduce the chance of the link being deleted as spam.
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