Understanding write-back
Overview. Write-back is IdentityCheck putting the outcome of a check straight back onto the client record in the system you already use, so nobody re-keys anything. When a check completes, the status updates and, for a Tranche 2 risk assessment, the result fields fill in. What you get depends on the system: XPM, HubSpot and FYI receive the full result set, Karbon receives a note, and Monday receives status columns only. If a result has not appeared, timing is usually the reason: on XPM and FYI the hourly sync only affects the trigger that starts a check, while the write-back itself lands within a minute or two of the check completing.
What write-back means
When you start a check from your practice system, you do not want to go and copy the answer back by hand. Write-back is IdentityCheck doing that step for you: as the check progresses and then completes, IdentityCheck updates the status and result fields on the same client record you started from. Your system of record stays current on its own, which is exactly what good record keeping looks like.
There are two things that get written: a status that tracks the check as it moves along, and, for a completed Tranche 2 risk assessment, a set of result fields (the risk rating and its supporting detail). What lands where depends on which system you have connected, and that is the important part to get right, so the sections below break it down system by system.
What each connected system receives
Different systems behave differently, so plan around the one you use. The table below reads platforms down the left and workflow types across the top. Cells show the field names each platform receives.
| Platform | KYC | Tranche 2 (AML) | PEP / Sanctions | Adverse Media |
|---|---|---|---|---|
| XPM | KYC Status, identity result | Risk Rating, RA Completed Date, RA Completed By, Risk Assessment Link, AML Status | On verification and report | On verification and report |
| HubSpot | KYC Status, identity result | Risk Rating, RA Completed Date, RA Completed By, Risk Assessment Link, AML Status | PEP Check Status, Sanctions Check Status, KYC check date | On verification and report |
| FYI | KYC Status, identity result | Risk Rating, RA Completed Date, RA Completed By, Risk Assessment Link, AML Status | On verification and report | On verification and report |
| Karbon | Results note | Results note (incl. Risk Rating) | In results note | In results note |
| Monday | KYC Status, Verification Link | Risk Assessment Status, Risk Assessment rating | On verification and report | On verification and report |
The key thing to remember: XPM, HubSpot and FYI get the full five-field Tranche 2 result set. Karbon gets a note, not profile fields. Monday gets status columns only. Screening results (PEP, sanctions and adverse media) always sit on the verification itself and in the report PDF; HubSpot also receives them as structured contact properties, while other systems carry them in the note or report rather than as separate fields.
Monday is status columns only
Monday deserves its own note because it is the biggest exception. On a Monday board, write-back is limited to status columns: the Risk Assessment Status column and the Risk Assessment rating column (High, Medium or Low).
Monday does not receive the risk-assessment link, the completed date, the completed-by name, or an AML Status field. In particular, there is no clickable link to the full assessment on the Monday board. If your firm relies on opening the full risk-assessment record straight from the client record, use XPM, HubSpot or FYI for that, and treat the Monday board as a progress-and-rating view.
For a plain KYC check
Everything above describes the Tranche 2 (AML) risk-assessment result. For a plain identity (KYC) check, write-back is simpler: the connected system receives the verification link and, on decision, the KYC status and identity result written back onto the client record. This runs alongside the Tranche 2 behaviour and is unaffected by it.
Why a result might not have appeared yet
If you are looking at a client record and the result is not there, work through these in order before assuming something is broken.
- Timing. On XPM and FYI, the hourly background sync applies only to the trigger that starts a check, so the check itself can take up to an hour to go out. The write-back does not wait for that sync: once a check completes, the result lands within a minute or two. HubSpot, Karbon, Monday and Clio trigger in real time as well.
- Has the check actually completed? Result fields only fill in once the assessment finishes. A check that is still in progress will show a status, not a final rating.
- Right record, right system. Confirm you are looking at the client the check was started from, in the connected system.
- Is the integration connected and the flow on? A Tranche 2 write-back needs the account-level Tranche 2 flow switched on as well as the integration connected.
You can review your connected systems from your Integrations settings in the app. If a result still has not landed after an hour, send yourself a test rather than watching a live client record, and see Troubleshooting verification links.
Frequently asked
What is write-back? Write-back is IdentityCheck putting the result of a check straight back onto the client record in your own system, so you never re-key it. When a check finishes, the status and (for a Tranche 2 assessment) the result fields update automatically on the client in XPM, HubSpot, Karbon, FYI or Monday.
Why hasn't the result appeared on my client record? First check timing: on XPM and FYI the hourly sync only delays the trigger that starts the check, while the write-back lands within a minute or two of the check completing. Confirm the check has actually completed, that the integration is connected, and that the client record is the one the check was started from. If it still has not landed, send a test and see the troubleshooting article.
Does Monday get the same fields as XPM? No. Monday receives status columns only: a Risk Assessment Status and the Risk Assessment rating (High, Medium or Low). It does not receive the risk-assessment link, the completed date, the completed-by name or an AML Status field. XPM, HubSpot and FYI receive the full result set.
Where does the risk-assessment result go in Karbon? Karbon receives the outcome as a results note posted on the contact, rather than as structured profile fields. You read the result in the note. If you need the result as separate, sortable fields on the client record, XPM, HubSpot and FYI store it that way.