One reference
Each application/service request receives a reference that stays attached to its documents, messages and status.
My FI shows your current stage, completed steps, missing actions, messages, payment status and next milestone for each active application.
Each application/service request receives a reference that stays attached to its documents, messages and status.
Submitted, Received, Under Review, Needs Action, Awaiting Payment, Assessment, Decision and Completed are examples of clear lifecycle states.
Instead of a vague “pending,” My FI should explain what is waiting and who needs to act.
Important status changes and completed steps remain visible for accountability and support.
The interactive Demo shows the intended My FI experience. When you are ready for a real action, join or sign in to My FI.