View Options

Filter

The top panel of the list view offers KYC operators filtering tools. You can easily narrow down profiles by using filters like name, date of birth, profile status, and other important details. Just click on each filter to choose from predefined options or create your own custom search. You can even combine multiple filters to get more specific results. And if you need to change your search, you can easily remove or adjust any filters.

Display Columns

Display columns allow you to hide or display specific profile information, such as Full Name, Date of Birth, and other key details. You can manage which columns are visible by using the drop-down menu in the "Display Columns" section. Simply check or uncheck the options to show or hide the desired information.

Sort

The sort order of profiles can be adjusted using the up and down arrows located to the right of each column name in the list view. A commonly used field for sorting is the "Submitted Date" column, allowing operators to view submissions in either ascending (oldest to newest) or descending (newest to oldest) order.

Records Per Page Settings

The default setting displays 10 records per page to minimize scrolling for services with high usage volumes. However, operators can adjust this setting to display either 10, 20, or 50 records per page, based on their preference.

Dashboard Settings

The dashboard Settings section allows the operator to conduct some basic settings, including editing the messages sent to users and the view layout or risk label. Visit Dashboard Settings: Status Messages and Reviewer Messages for the details

User Profile Accessing 

Clicking on a specific profile in the profile list will take the KYC operator to the profile details view, which shows all the user's submitted identity information. The KYC operator can then commence a review of the profile. For more details about a profile, visit Exploring the User Profile in the Dashboard