Cross-check company details across Annual Return and Customer Confirmation Letter documents for renewal cases.
Renewal cases typically require both an Annual Return and a Customer Confirmation Letter (CCL). Registry must confirm that the company details match across both documents — registered address, activity description, and shareholder information must be identical.
Instabase extracts and compares both documents automatically, flagging any inconsistencies.
Compile a leadership-ready summary of validation accuracy, return-rate reduction, and processing time saved across the Registry using Instabase Analytics.
Configure workflow automation so validated cases move directly to license issuance or amendment processing without manual handoff.
Create and implement new validation rules in Instabase to automatically catch recurring document defects.
Use Instabase Analytics to identify the top reasons documents fail validation and which document types cause the most returns.
Open the renewal case in Instabase. Both the Annual Return and CCL appear in the document list.
Instabase extracts key fields from both documents: company name, registered address, activity description, and shareholder names.
The validation summary shows a cross-document check — any inconsistency between the two documents is flagged.
Click any flag to see the specific mismatch highlighted side-by-side in both documents.
If the documents match and both pass validation, approve the renewal case in Instabase.
If flags exist, return the case to the customer with the specific inconsistencies listed for correction.
You open renewal case [REN-####-####] in Instabase. The document list shows: • Annual Return for [Company Name] • Customer Confirmation Letter for [Company Name] Instabase extracts: • Company name: [Company Name] (both documents) • Registered address: [Address A] (Annual Return) vs. [Address B] (CCL) • Activity: [Activity description] (both documents) • Shareholders: [Shareholder names and percentages] (both documents) The validation summary flags one inconsistency: **Registered address mismatch** — [Address A] vs. [Address B]. You click the flag. Instabase highlights the address field side-by-side in both documents. You return the case with the note: "Annual Return lists [Address A]; CCL lists [Address B]. Please confirm the correct registered address and resubmit matching documents."
Review the Annual Return and Customer Confirmation Letter for this renewal case. Confirm the company details match across both documents and flag any inconsistency in registered address, activity, or shareholder information.
Use queue filters to prioritise renewal cases due this week and process passed cases first to meet deadlines.
Cross-check a share transfer or amendment addendum against the original MOA to see exactly what has changed.