---
title: 8.0 Introducing Periodic and Manual reviews
description: Provides an introduction, key information and how-to on a new feature introduced in the release.
---

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# 8.0 Introducing Periodic and Manual reviews

With Pascal 8.0, we're introducing **Periodic and Manual reviews**, making it easier for you to regularly re-assess your clients and keep their information up to date.

By configuring **Review rules** based on **Client risk**, you can define how frequently clients should be reviewed, select default forms, and set reminders for upcoming reviews. Additionally, **Manual reviews** allow you to initiate client reviews whenever an additional assessment is needed.

These improvements help you maintain consistent and structured client review processes, supporting ongoing KYC and compliance requirements.

### **How It Works**

#### **Configure Review rules**

You can now configure **Review rules** under the **Onboarding policies** to manage when and how client reviews should take place.

To configure a **Review rule**:

1. Click on your initials and navigate to **Settings**.
2. Select **Policies** under the **Onboarding** section.
3. Locate the **Review rules** card and click **New review rule**.
4. Select the **Review type**: **Periodic review** or **Manual review**.
5. Configure the settings based on the selected **Review type**: 
     - **Periodic review:** Select the applicable **Client risk** levels, define the review frequency, select a default form, and configure when the review should become available as an upcoming action.
     - **Manual review:** Select a default form and configure the number of days until the review is due.
6. Configure reminders to notify the assigned user before or after the review's due date.
7. Save the **Review rule**.

For **Periodic reviews**, you can configure different **Review rules** based on the **Client risk**, ensuring that clients are reviewed at intervals appropriate to their risk level.

 ![](https://help.vartion.com/hs-fs/hubfs/undefined-Oct-14-2026-05-00-26-6791-PM.png?width=618&height=901&name=undefined-Oct-14-2026-05-00-26-6791-PM.png)

#### Start a Periodic review

Once **Periodic review rules** have been configured, Pascal automatically determines when each **Client** is due for their next review based on the configured frequency and the previous review completion date.

When a **Periodic review** is coming up, a **Start review** action appears under **Next actions** on the **Client** page.

To start a **Periodic review**:

1. Open the relevant **Client** page.
2. Navigate to **Next actions**.
3. If a periodic review is pending for this client, it will be available here.
4. Click **Start review**.
5. Follow the review workflow to re-assess the client.

Pascal tracks the periodic review schedule of a client, and displays upcoming review actions, allowing users to initiate reviews at the appropriate time.

 ![](https://help.vartion.com/hs-fs/hubfs/undefined-Oct-14-2026-05-00-53-5739-PM.png?width=670&height=418&name=undefined-Oct-14-2026-05-00-53-5739-PM.png) 

#### Start a Manual review

In addition to **Periodic reviews**, Pascal now supports **Manual reviews**, allowing you to re-assess a client whenever an additional review is required, without waiting for the next scheduled **Periodic review**.

**Manual reviews** can be initiated directly from the **Client** page.

To start a **Manual review**:

1. Open the relevant **Client** page.
2. Navigate to the **Reviews** section.
3. Click **Start review**.
4. Select the relevant form and configure the due date, if needed. These can already be selected based on the defaults of a **Manual review rule**.
5. Start the review and follow the workflow to re-assess the client.

 Completing a **Manual review** does not affect the Client's existing **Periodic review** schedule. 

 ![](https://help.vartion.com/hs-fs/hubfs/undefined-Oct-14-2026-05-01-55-9307-PM.png?width=670&height=418&name=undefined-Oct-14-2026-05-01-55-9307-PM.png) 

### How this benefits you

- **Consistency –** Establish structured review processes to ensure clients are reassessed regularly based on their risk level.
- **Flexibility** - Combine scheduled **Periodic reviews** with **Manual reviews** whenever additional client assessments are needed.
- **Efficiency** - Reduce manual tracking with automatically calculated review dates, configurable reminders, and clear actions for upcoming reviews.

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