10.5 KYC Status

Use this section to view the KYC status reports. A Donut graph is used to display these reports. KYC On boarding Date filter is used to generate this report.

To view KYC Status reports using the KYC On boarding Date filter, follow these steps:

1. Select Account Open Date, Review, and Created On from the drop-down lists. Based on your selection, the report is displayed with Accepted or Rejected status.
2. Hove-rover the KYC Status report to view Total Requests and Customer status.
3. Right-click on the report aggregate measure to navigate to corresponding drill-down detailed report named KYC Accepted Customer Accounts Drill Down.