After the data class structure is established and KYC Item response properties have been created and saved to the appropriate class, you can create new KYC Type rules or copy the existing ones for customization. KYC Type rules reference one or more KYC Item response properties, store their data values, and define how the KYC Item is presented on the case user interface.

1. In Dev Studio, click LaunchKYC Rule Manager.
2. In the KYC Rule Manager, in the Types explorer, select a group, for example, Global, to which you want to add a new type or types.
3. In the Types explorer, right-click a policy, for example, Global, and select New KYC Type.
4. In the KYC type name field, enter a name for your KYC Type.
5. In the Version description field, type a description.
6. Click Save to save the KYC Type.
7. Click Checkout to start editing the KYC Type.
8. Select the Item Definition tab.
9. Click Add to add KYC Items or Item Groups to your KYC Type.

• Configuring KYC Types and Items