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Adding a new KYC Type from a workbook

Updated on November 5, 2021

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.

  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. Click the Item Definition tab.
  4. Click Checkout to start editing the KYC Type.
  5. 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.
    1. Click Download template to download a blank workbook template.
    2. Create a set of KYC Types and Items with the help of a bank representative.
    3. Upload the file.
  6. Click Next.
  7. In the Import items panel, preview your uploaded workbook.
  8. Click Import.

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