Solutions

Customers

Customer accounts and relationships.

• Commercial AccountSets status, permissions, allowed sites, payment terms, pricing profile, and credit limit.
• ComplianceAdds a document, verifies or rejects it, and refreshes expiry.
• IdentityCreates a business or an individual, and adds a contact or vehicle.
• Identity GatewayResolves the customer and authorises the request.
• Identity LifecycleAdds or removes a vehicle, sets status, and merges customers.
• Identity ProfileAdds an address or reference, and resolves an ANPR result.
• Identity ResolutionAdds an alias and detects registration or company-number conflicts.
• Merge GovernanceCreates a merge proposal, then approves, rejects, or executes it.
• Operational AuthorisationEvaluates whether the customer is authorised for the operation.
• RepresentativesSets status, permissions, and allowed sites for a representative.
• Transaction EligibilityEvaluates the customer, commercial account, compliance profile, and vehicle for the transaction.