Client Risk & Edit Info
Last updated
Last updated
To access a client's information and risk status, navigate to the Client list tab, click on the options button (indicated by the arrow below), and then select 'Edit Client Info.'
An alternative method for editing a client's information is to choose the client from the list and utilize the "Edit Info" action on the client page, as indicated by the arrow below.
In this interface, you have the ability to adjust a client's information.
Once modifications are made, click on "Update Client," as denoted by the arrow below, to save the changes.
On the client's page, you can select a client's risk factor, as circled below.
This factor is entirely customizable, allowing us to interpret it as we see fit.
It serves as an additional filtering feature in Complico's KYC system and does not carry intrinsic value beyond our chosen interpretation.
By selecting a high-risk status, as indicated by the arrow below, the client's overall risk status is elevated to high risk.
Returning to the Clients list, you'll observe that John is now classified as high risk, as circled below.
To return to the
To return to the
