Adding a new KYC Type from a workbook
You can import a workbook into a KYC Type to create the items and supporting rules that constitute the KYC Type. You can download the workbook template and create a workbook based on your requirements. You can also download and refer to the import logic guide to create the workbook.
- In Dev Studio, click .
- 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.
- Click the Item Definition tab.
- Click Checkout to start editing the KYC Type.
- Click Import and do one of the following steps.
- Upload an existing file from which you want to add the KYC Type.
- Create a KYC Type workbook.
- Click Download template to download a blank workbook template.
- Create a set of KYC Types and Items with the help of a bank representative.
- Upload the file.
- Click Next.
- In the Import items panel, preview your uploaded workbook.
- Click Import.
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