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Profile Details - Data Changes

The Data Changes tab is where you review updates submitted by the payee after a profile is connected. These updates help maintain accurate, up-to-date records across your connected profiles.

How Data Changes Are Organized

Change Groups:
Data changes are grouped by status for easier review and workflow tracking:

  • My Pending – Changes you are authorized to act on

  • Pending – Changes awaiting action by others

  • Reviewed – Approved or rejected, not yet processed

  • Approved – Passed all required approvals

  • Rejected – Declined and closed; no further action

  • Processed – Finalized changes; cannot be reverted

    Payer_Profile Manager - Data Changes


Types of Data Changes

  • New Location – A newly shared location from the profile owner

    Payer_Profile Manager - New Location
  • Edit Location – Updates made to an existing location

    Payer_Profile Manager - Edit Location
  • Other Data Changes – Includes updates to:

    • Bank Details

    • Company Information

    • Sanctions Alerts

    • Additional Fields

For most changes, before-and-after values are displayed to help reviewers evaluate updates clearly.

     Payer_Profile Manager - Other Changes


Available Actions

Depending on the change type and your role, you may be able to:

  • Approve

  • Reject

  • Route and Approve

  • Mark as Processed (for non-location updates)

  • Send Message (for non-location updates)

  • Add or Remove Tags

  • Add Internal Notes (available for New and Edit Location changes)