6.7.3 Identification

Use the Identification pane to know the identification type of the person involved in the transaction that led to the creation of the report. Identification can be address identification, photo identification, and so on. You can use this pane to view, add, or delete the identification of the person.

To update the identification details, follow these steps:
  1. In the Involved Person page, go to the Identification Info pane. The identification details pertaining to the selected person are displayed. This section provides you the details of the identification of the person. For example, Identification Type, Identification Number, Issue Date, Expiry Date, Issuing Country, and so on. You can also add new identification details to this list.
  2. To add a new identification, click Add. The Identification Details section is expanded.
  3. Enter the following information in the Identification pane.

    Table 6-15 Identification Fields

    Fields Description
    Identification Type Select the identification type. For example, passport, pan card, and so on.
    Identification Number Enter the identification number.
    Issue Date Select the date on which the identity (ID) was issued.
    Expiry Date Select the date on which the identity (ID) will expire.
    Issuing Country Enter the name of the country that has issued this identity.
    Issuing Authority Enter the name of the issuing authority.
    Comments Enter comments, if any.
  4. Click Save. A confirmation message is displayed and newly added identity is displayed in the Identification list.
  5. To delete an existing identity from the list, select the required identity, and click Delete . The Identification list is updated.