Client Compliance is a document-based program. Therefore, each time compliance is acknowledged by a member, the system will either:
1. Check the document has been uploaded
2. Create a document
To ensure this feature does not interfere with other records - any member acknowledgement is recorded in the member profile under Compliances Acknowledgement instead of Documents. The exception to this is Document Check.
For Document Check system will cross-reference the member profile for required documentation
