Process Flow of KYC OnboardingWidgets

KYC Onboarding widgets must be updated in a specific sequence

Widgets in KYC Onboarding pipelines must be placed in the following sequence.

Figure 11-1 Widgets in KYC Onboarding Pipelines

KYC Onboarding pipelines must be updated in the following sequence.Prospect, Matching Ruleset, Algorithmic Scoring and Business Check, Risk Assessment, Evaluator Rule,Create Case
  1. Prospect
  2. Matching Ruleset
  3. Algorithmic Scoring and Business Check
  4. Risk Assessment
  5. Evaluator Rule
  6. Create Case
After you have updated the widgets, click Save Save icon.

Note:

You cannot delete a widget from an existing KYC Onboarding pipeline. Create a new pipeline without the widget to ensure your data ingests correctly.