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SleekView for WCFM Vendor Verification: KYC queues as tables

WCFM Vendor Verification gates marketplace onboarding behind ID, address, and tax checks stored as vendor usermeta and uploaded files. SleekView reads them as a real KYC queue, with reviewer notes, status, and submitted date as first-class columns.

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SleekView table view for WCFM Vendor Verification

KYC reviews need a real list, not a screen-per-vendor

WCFM Vendor Verification adds a KYC layer to vendor onboarding: ID documents, address proof, and tax records get uploaded to the vendor account and reviewed by marketplace operators. Documents and review state are stored in wp_usermeta on the vendor user (typically under wcfm_vendor_verification_* keys) plus uploaded attachments in wp_posts.

SleekView reads vendor verification state as a real KYC queue. Rows show vendor, submitted date, document types provided, reviewer notes, and status (pending, approved, rejected, more-info). Sort by submitted age, filter for pending in the last 24 hours, scope to a specific document type, or surface vendors stuck in 'more-info' for over a week. Each row links to the uploaded documents for inline review.

Status changes write through WCFM Verification's API where exposed, so vendor notifications, vendor approval state (which gates the rest of WCFM Marketplace), and the audit log all update together. Bulk approvals or rejections process selected vendors in sequence with the same hooks running per row.

Workflow

From per-vendor screens to a real KYC queue

1

Read verification meta

SleekView queries vendor users and their wcfm_vendor_verification_* meta keys across the marketplace, joining with document attachments.
2

Compose queue columns

Vendor, submitted date, document types, reviewer, aging, status, and notes. Add region-specific document columns where the marketplace requires them.
3

Save reviewer queues

Per-reviewer queues plus the unassigned queue. The team picks up work from saved views instead of running per-vendor lookups.
4

Approve inline

Approve, reject, or request more info from the row. WCFM's vendor approval API runs so marketplace participation and notifications stay in sync.

Sample columns

A typical KYC review queue

One row per vendor verification submission with documents and reviewer notes.
Source: wp_users (role=wcfm_vendor) + wp_usermeta (wcfm_vendor_verification_*) + wp_posts (attachment)
Vendor Submitted Documents Reviewer Aging Status
Atlas Studio May 12 ID, address, tax Alex 1d Pending review
Riverside Workshop May 08 ID, address Ria 5d More info
Maker Den May 10 ID, address, tax Tom 3d Approved
Old Lane Goods May 02 ID Alex 11d Rejected

Comparison

Default Vendor Verification admin vs SleekView

Default WCFM Vendor Verification admin

  • Verification status surfaces per vendor, no consolidated queue
  • Submitted age and aging isn't visible at the queue level
  • Reviewer assignment isn't a sortable field
  • Bulk approve or reject isn't supported in the default screen
  • 'More info' vendors don't surface automatically when overdue

SleekView

  • Read vendor verification meta across the marketplace in one query
  • Surface aging on the queue: pending > 24h, more-info > 7 days
  • Filter by document type, reviewer, status, and submitted date
  • Inline approve, reject, or request more info from the row
  • Save queues per reviewer or per workflow stage

Features

What SleekView gives you for WCFM Vendor Verification

Pending queue

Vendors awaiting review sorted by submitted date. Aging columns highlight what's overdue, and bulk approve clears the easy ones in one pass.

Document filters

Filter by required document type (ID, address, tax) and surface vendors missing one. Useful before reaching out for the specific missing piece.

Reviewer assignment

Assign reviewers from the row and track per-reviewer queue depth, so KYC workload distributes evenly across the compliance team.

Audience

Who uses SleekView for Vendor Verification

Compliance ops

Daily KYC queue with aging and reviewer load visible, so the verification SLA stays met during onboarding waves.

Vendor managers

Per-vendor verification timeline (submitted, requested more info, resubmitted, approved) with reviewer notes, useful when an onboarding gets stuck.

Marketplace leadership

Verification throughput and rejection rate over time, with the data sitting in the same view as the workflow that generates it.

The bigger picture

Why KYC at marketplace scale needs a real queue

Marketplace KYC scales worse than almost any other workflow. Vendor sign-ups arrive in bursts, the documents need real human review, regulatory deadlines for response are short, and a backlog turns into churn because vendors abandon the onboarding if the verification step takes too long. WCFM Vendor Verification gets the data layer right: documents are attachments, status is structured meta, reviewer assignment is a field.

The default admin then exposes that data per-vendor, which means the compliance team's day-to-day work happens by jumping into individual vendor profiles. That works for a marketplace processing five verifications a week and breaks at fifty a week. SleekView turns the same data into a real KYC queue with aging, reviewer load, document filters, and bulk operations.

The compliance team picks up work from a saved view, clears the easy approvals in batch, and isolates the tricky ones with the right context already attached. The data does not change and the plugin still owns every write. The workflow change shows up immediately in onboarding throughput, which is the only metric that matters when verification is the gating step between sign-up and revenue.

Questions

Common questions about SleekView for WCFM Vendor Verification

WCFM's verification module stores documents and status as vendor usermeta with structured keys. SleekView reads those keys directly. If you've replaced WCFM verification with a custom flow that uses different meta keys, SleekView reads those once you point it at them.

 

Yes. Status changes write through WCFM's vendor approval API so the vendor's overall approval flag (which gates marketplace participation) updates and the notification email fires. Bulk approvals run the same per-row.

 

Documents are typically WordPress attachments referenced by ID in the vendor's verification meta. SleekView surfaces them as links in the row so reviewers open documents from the queue without an extra navigation step.

 

Marketplaces operating in multiple regions often require region-specific documents (VAT number, business registration certificate, etc.). Verification meta keys are extensible and SleekView surfaces whichever keys exist on the vendor.

 

Yes. Assigned reviewer is a meta field and SleekView uses it as a filter. Save 'my queue' per reviewer and the compliance team's daily work becomes per-person rather than a shared pile.

 

Status transitions write through the API and the audit log records each change with reviewer, timestamp, and previous value. Compliance reviewers see a full history per vendor, useful during regulator inspections.

 

Verification documents are WordPress attachments and vendor meta, both covered by WordPress's data export and erasure tools. SleekView respects WordPress capabilities so document access is restricted to authorised reviewers.

 

Yes. Rejection reason is stored as meta on the verification record. Group-by views (rejection reason over the last 30 days) surface patterns: if 'unclear ID' is the top reason, the document upload UX likely needs a hint.

 

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