Create your case in fews step
Assess the documentation we accept and how to upload it
How to create a new case on October Connect
Now that you can access the October Connect platform, you can create new cases through our funnel, it only takes a few minutes.
On the Case section, by clicking on the “New case” button or “Start application” on the header, you will be asked to insert the company code (either SIREN, CIF, CF, CREFO or KvK depending on the company’s country of origin).
During this first part of the process October Connect will be gathering data from external and internal data sources. Additionally, you will be asked to upload further documentation to complete or generate the reports.
Which kind of documents can October Connect process?
There are several documents which can be uploaded in our application, such as Anti Money Laundering Declaration, Bank statement, Bylaws, Financial statement among others.
Remember that is crucial for a correct extraction to provide documents in True PDF only format.
What is a True PDF? It is a digital document converted into a PDF format using a software. On True PDF, the text is separated from images and both the meta-data and the characters in the text hold an electronic character designation. On the contrary, a scanned PDF is created from a print document and the text is embedded in the image.
Why is the format important? To extract information from a document, we use a technology called OCR (Optical Character Recognition). This technology only works on True PDF as it transforms electronic characters into text. This cannot be done on scanned PDF since the text cannot be separated from the image.
Once the external data have been collected and documents have been correctly extracted, you will now have complete acccess over the final reports and scores and you can finally start your first analysis. Read more on How to analyse your first request.
Upload a new document
Users have the possibility to add further documentation to enhance the analysis also when the case has been already created. For that, you can look for your case by typing its name from the search bar from the Case tab.
Once there, in both Summary and Documents view, there is a “New document” button, dedicated to add further documentation.
