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Status Planned
Categories AML
Created by Guest
Created on Nov 14, 2023

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Column to show risk assessment

When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed?


Thanks

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  • Corinne Harper
    Reply
    |     Jan 3, 2024

    Hi Rob,

    Hopefully the new functionality will also apply to KYC - i.e. showing clients without them?

    Thanks

  • Admin
    Rob Millen
    Reply
    |     Dec 5, 2023

    Hi Jessica, great request... we intend to bring this functionality to the main client list very soon - i hope this is a suitable solution