1. Open the client detail page.
  2. Click the KYC tab (or Risk Assessments).
  3. Click New Assessment.
  4. Select the questionnaire template to use.
  5. You enter the KYC workflow:
  • Step 1 - Key Persons: identify contacts subject to verification
  • Step 2 - Client Info: review client details (snapshot captured)
  • Navigate through steps using Next/Back buttons.