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When should the "aiRequestStatus" be set to "Updated Letter Requested" or "New Info Added" for UpdateAiRequest?
When should the "aiRequestStatus" be set to "Updated Letter Requested" or "New Info Added" for UpdateAiRequest?
When calling updateAIRequest, you would update the status with the following options:
- New Info Added - This is used to notify the review team that the information requested has been uploaded and is ready to re-review. This is used in response to the "Need More Info" status which is updated by North Capital.
- Updated Letter Requested - This status is used when a review needs to be performed a second time on an investor account that had been reviewed at a previous date. This is usually done if the accreditation check was completed over 90 days ago.