Rejected transfers can be edited and resubmitted via the platform quickly and easily, without having to start the journey from scratch.
Please note, if the issue with the transfer is due to the client's personal details being incorrect on the Soderberg platform, you will need to make the necessary amendments within the Client Details page prior to completing the below actions. See here for guidance on how to do this.
- If a transfer has been rejected, you will be alerted to this via the dashboard tiles on the platform.
2. Clicking ‘View’ will take you to a page where you can view all Rejected transfers that need to be resubmitted.
3. Click into the transfer you’re looking to resubmit. This will bring up the reason for the transfer rejection.
4. Press 'Actions' and this will bring up the transfer page with all the details originally keyed in allowing you to easily amend the field that caused the rejection, and resubmit.
5. When the information has been updated, click 'Review' and then 'Submit' to submit the updated transfer request. This will remove the transfer from the dashboard tile and create a new transfer. The old rejected transfer will now have an update in the transfer request history section to inform you that it has been resubmitted.
Should a situation arise in which a rejection or an action has been raised but does not need to be completed or re-requested, you are able to dismiss the action. You can do this by clicking on the three dots that will appear on the right hand side of applicable transfers, and then clicking dismiss required action.