Updating an Org's Legal Information
- Deanna Collia
Background:
Compliance requires that the Organization’s information in the platform matches the legal information on the MISA. Development has implemented changes to the platform which block users from changing certain information of an organization.
The update blocks the ability to make changes to:
org name
org address
licenses (can add, cannot edit)
legal name
legal address
Editing is still allowed for the following:
website
email
phone number
Updates to an Org’s Legal information
If an organization needs to update their legal information in the platform, an Org Admin will need to submit a request.
Navigate to the User Settings and click on the Account Updates tab.
Select the ‘Organizational Information’ form. Submit this form to request updates to the Organization’s legal name, address, and licenses. Once the request has been verified, the account information will be updated.
When a request is submitted compliance will receive an automated email with the JotForm. Compliance will review the request and approve, deny, or ask for additional documentation.
Support Process
Organizational Information form will be sent to Support
The ticket will come in from Risk Management and/or Compliance
The ticket will include the JotForm and either an approval, denial, or request for additional documentation
If the request is approved
Update the SS ticket
Update the reporter to the Org Admin, from the form
Update the Org
Request Type: Account Update
Use the Needs Configuration? Automation dropdown to select Task
Update the CS ticket
Find the automatically generated linked CS ticket (you may need to refresh your SS ticket to see the linked ticket)
Change the Epic to EverBright Configurations
Add assignee names based on workload https://sighten.atlassian.net/secure/Dashboard.jspa?selectPageId=1206
Changes are configured
When complete - the config team closes the CS ticket
Reply to the customer and close the ticket
Send a “reply to customer”
Hello,
Your request to update [enter information from the request] is complete.
Regards,
Close the ticket
If the request is denied
Update the SS ticket
Update the reporter to the Org Admin, from the form
Update the Org
Request Type: Account Update
Reply to the customer:
Hello,
We received your request to update [request from the form]. We are unable to process this request due to [denial reason sent from compliance].
Regards,
Close the ticket
If Compliance requests additional documentation
Update the SS ticket
Update the reporter to the Org Admin, from the form
Update the Org
Request Type: Account Update
Reply to the customer
Hello,
We received your request to update [request from the form]. In order to complete your request, please reply to this email and attach [docs requested from compliance].
Regards,
Once requested documentation is received
Once the required documents have been received, send an email to DL-Everbright-Compliance@nexteraenergy.com and attach the documents and a link to the Jira ticket:
Hello,
[Org] replied with requested documents. Please review and respond with an approval or denial for the request.
If Compliance approves the request or denies the request refer the appropriate scenario above to complete and then close the ticket