As of this month, administrators can add fields to parties in the Client File. In addition to the already available ‘risk markers’ and ‘external references’, we are working on a more versatile feature to meet the specific requirements of the professional environment. We call this feature ‘custom fields’ and it will enable the addition of fields to the KYC environment at your own discretion.
We are implementing this feature step by step and will start releasing it in April. The first release will be ‘closed questions’ at party level. This will be followed by text fields and plans are in place to produce date fields.
If you have any questions or wishes regarding the use of custom fields, please let us know.
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