1. Using Pipeline Designer
  2. Managing KYC Onboarding Pipelines
  3. Widgets in KYC Onboarding Pipelines
  4. Using the Prospect Widget

Using the Prospect Widget

Use the Prospect widget to view all the fields and the corresponding values that are available in the Prospect JSON.

To view the details of the Prospect JSON, follow these steps:
  1. In the Pipeline Designer page, select the pipeline you want to edit. The Pipeline Designer window appears.
  2. Hover over the Prospect widget Prospect widgetand click Edit Edit icon. The KYC Prospect window is displayed.
    To view the field details, click a hyperlinked value. When you first access the window, not all fields are visible. To view more fields, click Expand Expand icon.

    To return to the Pipeline Designer window, click Close Close icon to close the window. Finally, click Save Save icon to save the updates made.