View Options

Filter

The top panel of the list view provides KYC operators with a versatile set of filtering options, enabling them to narrow down profiles based on specific metadata or key attribute fields, such as the name, date of birth, status of the profile, or other relevant identifiers. By clicking on the down arrow next to each filter criterion, operators can easily choose from a list of predefined options or enter custom criteria to refine their search results. Furthermore, operators have the flexibility to add multiple filter criteria to their search, allowing for more precise targeting of profiles. If needed, any filter criteria can also be removed or adjusted to broaden the search, making the profile management process both efficient and customizable.

Sort

The sort order of the profiles can be adjusted using the up and down triangles located to the right of each column name in the list view. These arrows allow the operator to search for specific records. Additionally, the column currently used to sort records is visually marked, making it easier for operators to identify which criteria are being prioritized in the list.

Display Columns

Data 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.

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