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  • How-to articles
    • Manage clients
      • How to register a new client
      • How to change a client password
      • How to disable 2FA for a client
      • How to enable internal transfers for a client
      • How to view deposit or withdrawal wallet addresses
      • How to upload files to a client profile
      • How to assign tags to clients
      • How to approve or reject client requests
      • How to create categories for the Event log
      • How to create a jurisdiction
    • Manage finances
      • How to create a deposit
      • How to create a payout
      • How to create a transfer
      • How to exchange funds
      • How to create a report
      • How to update balances
      • How to process transactions with the Partial status
    • Manage savings programs
      • How to create a savings program
        • Configure the Flexible strategy settings
        • Configure the Fixed strategy settings
    • Manage currencies
      • How to add a currency
      • How to configure currency exchange rates
      • How to add an exchange currency pair
      • How to set priorities for exchange rate providers
      • How to enable requests for exchanges in specific currency pairs
      • How to update rates in exchange requests
    • Manage bonuses
      • How to create a bonus preset
      • How to create a temporary bonus program
      • How to automatically credit bonuses to clients upon deposits
      • How to manually credit bonuses to clients
    • Manage products
      • How to create a wallet
      • How to restrict the use of a product
    • Manage platforms
      • How to integrate B2TRADER
      • How to integrate DXtrade
      • How to integrate Match-Trader
      • How to integrate MetaTrader
      • How to integrate TradeLocker
      • How to integrate OneZero and PrimeXM
      • How to enable one-click trading access from the B2CORE UI and mobile app
    • Manage cashback options
      • How to configure cashback programs for MT4 and MT5
    • Manage advertising options
      • How to create a banner
      • How to create an announcement
      • How to configure the default Dashboard
      • How to add Ticker Widget symbols to the Dashboard
      • How to configure a menu in the B2CORE UI
    • Manage mailing options
      • How to send an email
      • How to create an email template
      • How to configure SMTP
      • How to configure SendGrid
      • How to determine why clients fail to receive email notifications
    • Manage verification options
      • How to use the KYC constructor
      • How to use SumSubstance
      • How to use ShuftiPro
      • How to use iDenfy
      • How to create a client accreditation test
    • Manage system settings
      • How to set up the Registration wizard
        • How to add and configure the Registration wizard
        • How to set up fields for the Basic Information step
        • Fields supported in the Basic Information step
        • How to set up fields for the Advanced step
        • Field types and validation rules
        • How to configure the User Registration step
      • How to change the wizard workflow
      • How to block registration for a country
      • How to add or remove a language
      • How to create a request resolution type
      • How to create a request resolution
      • How to set up event notifications
      • How to set up Apple push notification
      • How to add a user group and grant permissions
      • How to add an admin user
      • How to make an admin user see only specific clients
      • How to add a manager
      • How to create a bulk action
      • How to export a CSV file with email addresses
      • How to change Back Office images
      • How to set up 2FA
      • How to import client-related data
      • How to import data related to Back Office user groups
      • How to configure a connection to Zendesk
      • How to switch from SupportPal to Zendesk
      • How to configure a connection to RudderStack
      • How to configure settings for mobile app downloads
    • Manage payment methods
      • How to add non-PSS deposit and withdrawal methods
        • How to integrate B2BINPAY
      • How to add the manual deposit or withdrawal method
      • How to add the Constructor deposit or withdrawal method
      • How to add deposit and withdrawal methods through PSS
        • How to integrate BridgerPay
        • How to integrate PayPal
        • How to integrate Paytiko
        • How to integrate Praxis
      • How to configure commissions for deposit and withdrawal methods
      • How to restrict the use of deposit and withdrawal methods
    • Manage communication platforms
      • How to configure Twilio
      • How to set up a Slack bot
      • How to set up a Telegram bot
      • How to get Telegram chat, group and channel identifiers
  • B2CORE Mobile
    • Deploying your iOS app
    • Deploying your Android app
  • B2CORE API
    • Restricted access to the API
  • Release notes
    • Release notes
    • Release notes Mobile
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  1. Back Office guide
  2. Clients

Requests

When your client creates a new request, it appears in the request list.

All incoming requests are assigned the Pending status and must be resolved on an individual basis (approved or rejected).

By default, only pending requests are listed on this page. The bell icon displayed in the top panel indicates the total number of pending requests.

You can export page data to a CSV or XLSX file. To do this, click the Export button in the upper-right page corner, choose a file format, and then select whether to download the data to your computer or deliver it to an email address from your profile. The data in a resulting file matches both the current visibility settings and the applied sorting and filtering parameters.

General information

The following information is provided about each client request:

№

The sequence number of a request.


Client ID

The identifier of a client who submitted a request.


Client name

The name of a client who submitted a request.


Client email

The email address of a client who submitted a request.


Tags


Type

The request type:

  • Account — a request to create an account (when such a request is required for a specific product)

  • Archive — a request to archive a trading account

  • Avatar — a request to upload a client profile picture

  • Deposit — a request to deposit funds

  • Exchange — a request to exchange funds (when such a request is required for a specific currency pair)

  • Payout — a request to withdraw funds

  • Transfer — a request to transfer funds between accounts of the same client

  • Internal transfer — a request to transfer funds from one client to another within the same B2CORE system

  • Verification — a request to update a client’s verification level based on submitted documents

  • Client tests — a request to check the results of a client accreditation test

  • Introducing brokers — a request to join an IB program


Internal client type

For internal use: the internal category assigned to a client.


Status

The current status of a request:

  • Pending — the request was submitted but has not yet been resolved by the administrator

  • Approved — the request was approved by the administrator

  • Rejected — the request was rejected by the administrator


Verification Level

The verification level obtained by a client.


Date

The date when a request was submitted.


Processing date

The date when a request was resolved.


Processed by


Account number

The identifier of a client’s account.


Amount

The transaction amount.


Currency

The transaction currency.


Method


Transaction ID

The transaction identifier in the system.


Company Short

The short name of a client’s company.


Company Full

The full name of a client’s company.


Dealing approved

An internal status indicating whether a transaction was approved by the Finance Department.


Compliance approved

An internal status indicating whether a withdrawal has passed a compliance check.


Liquidity account

The client’s liquidity account (applicable only for B2CORE and B2TRADER solutions).

To view the details, click the Edit button.

Details

Click the Add comment button to add a comment to a request.

Click the Options button to set the color with which a request is highlighted in the list.

The admins with the Update requests permission can also check a transaction by clicking the Audit button. The system will then summarize all incoming transactions on a corresponding account and show a notification if a significant discrepancy is found on the balance.

For some payment systems, it is also possible to change the amount to be deposited or withdrawn directly, by editing a corresponding request.

See also

PreviousServicesNextAccounts

Last updated 21 days ago

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The tags assigned to a client that are used to sort the client list displayed to .

The email address of the who resolved the request.

The method used to or funds.

Back Office administrators
Back Office user
How to create a request resolution type
How to create a request resolution
How to enable requests for exchanges in specific currency pairs
How to update rates in exchange requests
Resolutions
deposit
withdraw