PDF Export for Risk Assessment Details

KYC supports PDF exporting for both prospect and customer risk assessment. Users can export risk assessment details by clicking on the PDF Export icon in the Prospect and Customer Risk Assessment UIs. The exported PDF contains key risk assessment details including risk assessment ID, party details, and the highlights for risk assessment (namely all rule names and their scores).

This feature will help KYC compliance teams share important risk assessment details with internal/external audit teams as required.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources