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Using KYC Types from your case

Suggest edit Updated on November 5, 2021

How to use newly defined KYC types.

To use newly defined KYC types, the application must include the following two steps (flows) in the case stages:

  • ApplyKYCTypes - This flow implements an automated process by which the system determines which KYC Types are applicable to the current case and, if required, initializes the appropriate policy profile for the customer
  • CollectKYCData - This flow implements an assignment where users can complete the KYC Types applicable to the case using a preconfigured user interface. The flow also manages synchronization with the customer's policy profile once types are completed

It is recommended that the stage containing these two flows be separate from other stages in order to have a more modular case type and to have better visibility of the KYC Engine and processing.

These two flows can be added to as many stages as required in accordance with the client’s business requirements.

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