Compliance & Status Reference (Enterprise Admin)
Audience:
Enterprise Admin
Required Permission:
Admin
Applies To:
All enterprise programs using compliance, onboarding, and monitoring within the Pruuvn® platform
Overview
The Pruuvn® platform uses multiple status indicators to reflect onboarding progress, compliance eligibility, document verification, and risk signals. These statuses update automatically based on provider submissions, third-party responses, and internal review processes.
This article documents the current known and active status definitions across the platform.
Onboarding Status Bar
Category Description
Tracks a provider’s progress through the network onboarding workflow.
Status Value | Meaning | Admin Action Required |
100% – Complete | All required onboarding steps are completed | No |
Any % < 100 | Indicates progress through the configured onboarding workflow | No (monitor only) |
W9 Status
Category Description
Tracks verification of provider tax and entity information.
Status | Meaning | Admin Action Required |
Pending | Submitted to IRS for entity and TIN verification | No |
Accepted | IRS successfully matched entity name and associated TIN | No |
Rejected | IRS could not match entity name and TIN | Yes – provider correction required |
Certificate of Insurance (COI) Status
Category Description
Reflects the verification state of the provider’s Certificate of Insurance.
Status | Meaning | Admin Action Required |
No Certificate | No COI has been submitted | Monitor / Follow up |
Expired | Previously valid COI is no longer active | Yes |
Under Review | Under review by Pruuvn systems and/or CSR | No |
Pending | Verification request sent to agency or agent | No |
Valid | Agency or agent validated the certificate | No |
Invalid | Agency or agent marked COI as expired or non-existent | Yes |
Missing | COI previously existed but was removed from the system | Yes |
Insurance Requirements Met
Category Description
Indicates whether all required insurance criteria are satisfied.
Status | Meaning | Admin Action Required |
Yes | All insurance requirements met | None |
No | One or more requirements not met | Yes |
No Certificate | No insurance on file | Follow up |
Network Status
Category Description
Indicates whether a provider is currently approved to operate within a specific network.
Status | Meaning | Admin Action Required |
Active | Provider is allowed to work in the network | No |
Inactive | Provider is not allowed to work in the network | Yes |
Pending | Awaiting verification and/or admin approval | Possible |
Document Acknowledgment
Category Description
Indicates whether a provider has reviewed and acknowledged all required documents associated with onboarding or compliance.
Status | Meaning | Admin Action Required |
Yes | All required documents have been acknowledged | No |
No | One or more required documents not acknowledged | Monitor / Follow up |
N/A | Document acknowledgment not applicable | No |
State Registration Status
Category Description
Indicates whether a provider’s business registration has been submitted and verified with the appropriate state authority.
Status | Meaning | Admin Action Required |
Approved | Entity registration documents verified as legitimate | No |
Pending | Under review by Pruuvn | No |
USDOT Status
Category Description
Indicates whether a provider’s USDOT record is active and allows the entity to operate under applicable federal regulations.
Status | Meaning | Admin Action Required |
Active | Entity allowed to operate per USDOT | No |
Inactive | Entity not allowed to operate per USDOT | Yes |
Background Check – Order Status
Category Description
Indicates the current processing state of a background check request, from initiation through completion.
Status | Meaning | Admin Action Required |
Open | Background check order still in process | No |
Closed | Background check order completed | No |
Background Check – Review Status
Category Description
Indicates the outcome or review state of a completed background check and whether additional review is required.
Status | Meaning | Admin Action Required |
Under Review | Screening still in process | No |
Proceed | Screening clear, no issues found | No |
Client Review Needed | Issue found that requires client review | Yes |
Fraud Flag Indicators
Category Description
Indicates whether fraud-related internal notes exist on the provider record.
Indicator | Meaning | Admin Action Required |
Green | No risk indicators identified | No |
Yellow | Potential risk indicators detected | Yes – review recommended |
Red | High-risk indicators detected | Yes – immediate action required |
Important Notes
- A provider may have multiple statuses simultaneously
- Statuses update automatically based on system events and third-party responses
- Enterprise Admins determine enforcement actions tied to each status
How to Extend This Article
As new statuses are introduced, add them under the appropriate section:
- Onboarding
- Documents & Credentials
- Network Participation
- Regulatory
- Screening & Risk
Related Articles
- Service Provider Companies – Network Overview
- Understanding Compliance Statuses
- Monitoring & Alerts
- Document & Credential Oversight
