Information on a Person
To view more information with regards to a Person we have the Person Main card, Person Details card, and the Contact Details card
NOTE: Lists are dependent on options and configurations
Person Main Card
Select (1) View Details
List of Items / Options
- Personal Details
- Contact details
- Communication
- Requirements
- Account Owner
- Documents
- Beneficiary
- User
Select (1) More Actions
- Card Settings
- Additional Details
- Change to Company
- Bank Details
- Historical Changes
- Merge
- Compliance Risk (Politically Exposed & High Risk)
- Beneficiary
- Tax Details
- Additional Details
- Change to Company
- Bank Details
- Historical Changes
- Merge
- Compliance Risk (Politically Exposed & High Risk)
- Beneficiary
- Tax Details
- Display the Person Information Page
- To set the “Known as” field refer to Person details – Known as
- Communication Information
- Residential address
- Postal address
List of Items / Options
Person Details Card
Select (1) More Actions
List of Items / Options
Select (2) View Details
Contact Details Card
Select (3) View Details
Display the Person Information Page (List of Items / Options)
Last Updated on 5 months ago by Tinus Burger