- Confirmation FAQ for Banks
This guide helps banks get started with responding to confirmation requests using the Confirmation platform, covering login, user profiles, assigning and confirming requests, using attachments, and accessing audit trails.
- How do I update the Responder Instructions for my institution
Instructions for updating responder instructions, including handling forms no longer accepted by financial institutions and guidance on editing accounts and assigning forms to departments.
- How do I add a new user to my institution
Provides a detailed guide on registering new users on Confirmation.com, including steps for auditors and responders, user types, and billing information.
- How do I search for a past confirmation
Explains how to retrieve and reconfirm completed confirmations, including downloading reports and querying the bank for clarification.
- Can I assign a confirmation request to myself
Describes user roles and permissions for assigning confirmation requests, including lead auditor and shared auditor functionalities.
- What if the Account ID requested was closed for the As of Date
Outlines how to handle confirmation requests for closed accounts and provides guidance on initiating future dated requests and managing client profiles.
- What does the Future Dated Confirmation Report provide
Explains the purpose of future dated confirmation reports and how auditors can schedule requests up to 90 days in advance.
- Can I request more information from the Auditor about the confirmation request
Details how responders can request additional information from auditors using the 'Need More Information' status and reconfirmation features.
- Can I assign or reassign a confirmation to another department
Provides steps for reassigning confirmation requests to different departments or users, including administrative rights and client profile management.
- How do I remove an inactive clerk or supervisor
Covers support queries including removing inactive users and managing user roles and permissions within the Confirmation platform.