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Case Details

View your order history of due diligence, monitoring or interactions for your third party.

Case Details

Case Details is your complete Blue Umbrella order history of any due diligence, monitoring or interactions initiated for the third party.  You also have the ability to view or download any related documentation like questionnaires. Access to Due Diligence Questionnaire follow-up is also in this tile by selecting the questionnaire icon.

Any Completed services  will be shown as  'reviewed', 'under review' or 'not reviewed'.

 

You can also view the Email Status to see if an email has Bounced, Delivered or has been Opened.

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