Manual Processing Steps

The document below outlines the steps to process pending orders in Cortex that require manual review.

Written By Rachel Ennen

Last updated 10 months ago

  1. Log in to cortex.cerebrum.com

  2. Filter the status column on “Pending.”

  3. Select a pending order from the order table.

  4. Review ID images to confirm Name and DOB match what is provided

  5. Confirm the ID isn’t expired

  6. Compare the selfie to the photo on the ID

If you want to move the order to complete - pass

  1. Update search status to “No Alerts Found.”

  2. Select the reportable results button.

  3. Score the order as “ID Verified.”

If you want to move the order to complete - fail

  1. Leave the search status as “Alerts Found.”

  2. Select the reportable results button.

  3. Score the order as “ID not Verified

If an order requires further review or a reorder

  1. Update the search status to “Compliance Review.”

  2. Select the reportable results button.

  3. Score the order as “On Hold.” Optional: Visit the notes tab to post reasoning for scoring the order “On Hold.”

An order may be placed on hold for several reasons: an invalid ID type was submitted, a reorder invitation was sent, the order requires further review, or the applicant has entered incorrect personal information (PII), which must be updated before completing the order.

If you have an order that requires data changes, such as updating the name, DOB, or address, send an email to rachel@cerebrum.com. She will make the changes from our database. Once they are complete, you can move the order to completion.