This page allows you to view and update key information related to a person.

From this page, you can:

Person statuses help manage and understand a person's data record throughout its existence in the Tuum system, supporting operational workflows, data governance, and compliance.

This diagram illustrates the possible status transitions for a person in the Tuum system.

To change a person's status, follow the steps outlined below.

Common steps

To activate, inactivate or close a person, follow these steps:

1. Search for the person whose status you want to change.

2. Click the person's name to view their details.

3. The person details page opens.

For the next steps use the action button on the content sidebar, located on the right side of the content area.

Activate person

You must activate the person once it is in pending status after creation or reactivation.

Click Activate on the content sidebar, located on the right side of the content area.

The success notification stating Customer successfully activated is shown, and the person's status changes to green with the label Active.

Change status reason

To update the status reason, click Change status reason to open a modal where you must select a status code reason from a dropdown menu, and provide a comment. Click Submit to confirm the changes, or Cancel to close the modal without saving any changes.

Inactivate person

You must inactivate a person when you intend to close that person's record in the Tuum system.

1. Click Inactivate on the content sidebar, located on the right side of the content area.

1. The Close customer modal opens.

1. Select the reason for inactivation and the inactivation date.

2. Add a comment if needed.

3. Click Submit to apply the changes.

The person's record now shows a note with the inactivation date.

Reactivate person

You must reactivate a person when you intend to restore an inactivated person's record in the Tuum system.

1. Click Reactivate on the content sidebar, located on the right side of the content area.

1. The Reactivate person modal opens.

1. Select the reason for reactivation and the reactivation date.

2. Add a comment if needed.

3. Click Submit to apply the changes.

The success notification stating Person successfully reactivated is shown, and the person's status changes to ! with the label Pending.

Forget person

You must forget a person when you intend to permanently delete an inactivated person's record in the Tuum system.

1. Click Forget on the content sidebar, located on the right side of the content area.

1. The Forget person modal opens.

1. Select the forget Reason and the Forget date.

2. Add a comment if needed.

3. Click Submit to apply the changes.

A success notification appears, confirming that the person's data has been permanently deleted. The person's details page, with no data, is displayed.

To add or view a person's comments, follow these steps:

1. Search for the person whose comments you want to view or add.

2. Click the person's name to view their details.

3. From the right-side panel, check the Comments box to see the Comments section.

4. Click Add to add a new comment.

1. Enter your comment and click Save to apply it.

1. This is how the added comments will appear, with the most recent one shown first:

To edit a person's data, start with these steps:

1. whose status you want to change.

2. Click the person's name to view their details.

3. The person details page opens.

To edit a person's data, please follow the specific instructions for each section.

• If you wish to edit the Details section, follow the instructions .

• For any other section, please refer to the instructions .

Edit data in Details section

To edit a person's existing data in Details sections, follow these steps:

1. From the right-side panel, check the Details box to see the Details section.

2. Click Edit to change the existing details.

1. Edit the necessary parameters, then click Save to apply the changes.

Edit data in any other section

To update a person's data in any section except Details, follow these steps:

1. Check the section navigator on the content sidebar to make the section data visible for editing.

2. Click the section navigator to navigate to the section where the data you want to change is located.

3. Follow the instructions provided in the .

To view a person's action history and processes, follow these steps:

1. whose action logs and processes you want to view.

2. Click the person's name to view their details.

3. From the right-side panel, check the Actions log and Processes boxes to see these sections.

1. The Actions log section displays details including who created the action, when it occurred, status changes, and the action performed (activated or inactivated).

2. The Processes section shows information about who initiated each process, when it started, the process ID, type, status, and reason.

To add or view a person's external contracts, follow these steps:

1. Search for the person whose external contracts you want to view or add.

2. Click the person's name to view their details.

3. From the content menu, click External contracts.

1. Click Add external contract to create a new contract.

2. The External contracts modal opens.

3. Complete the required fields and click Create to add the contract.

1. This is how the created external contract will appear:

1. Checking the Show history box will display the validity range.