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Defining local profiles

Suggest edit Updated on November 5, 2021

Profiles that are not used widely across the application can be defined directly as local profiles under the specific KYC Type where they will be used. Open the impacted KYC Types and manually add the required profile or profiles. The suites associated with that KYC Type and the local profiles, together define the profiles that the KYC Type manages.

  1. Log in to the KYC Rule Manager Studio.
  2. Select and open a rule from the KYC Types list.
  3. Click the Type Definition tab.
  4. Click Add local profile.
  5. Enter the Profile ID and Description and select the Active based on logic.
  6. Click Submit.
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