Amending KYC Request

  1. If there is an error or typo in the client's submission, you can assist them by clicking the "Edit" icon on their KYC request.

  2. Make the necessary amendments and click "Save".

  3. Upon saving your changes, the CRM will automatically push the updated information to ShuftiPro for verification, and the results displayed in the CRM will be updated accordingly.

  4. You can then proceed to approve or reject the request.

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