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Profile Details - Profile Data

The Profile Data tab shows the original profile submission provided by the payee during onboarding. Use this tab to review submitted data before approving and connecting the profile.

 

What You’ll See

1. Connection Information

Located at the top of the tab, this section includes key details:

  • Request ID

  • Submission Date

  • Link to Onboarding Record

  • Pending Approvers

  • Vendor Number and Site Code (if applicable)

  • Profile Tags

Payer_Profile Manager - Connection Info

2. Submission Data Sections

Submitted data is grouped into clear sections for easier review:

  • Primary Information

  • Primary Contact

  • Locations (e.g., remittance or order address)

  • Bank Details

  • Sanctions List Reporting

  • Additional Information

A category list on the left allows you to jump directly to any section.

Payer_Profile Manager - Data Categories

Available Actions

Based on your role and the profile’s workflow stage, you may see the following options:

  • Approve – Confirm and move the profile forward

  • Return – Send back with a message for corrections

  • Reject – Deny the submission entirely

  • Route and Approve – Approve and send for required routing

  • Reset Approvals – Available to Admins before processing

Payer_Profile Manager - Approval Options