Compliance Widget

This widget simply shows the customer’s current documents that are on file for a particular customer and have been approved by compliance. The finance department user can click on a document and view all the documents provided by the customer.

This widget albeit, similar to the Compliance Profile’s Compliance Widget, it does not allow for operation or management of the required customer’s documents instead simply showing a list of all the customer’s documents that have been approved by Compliance.

Clicking on one of the document list items, you will be presented with a popup that shows the document itself.

This is useful for when confirming the customer’s details, address or even banking information that has been provided directly by the customer.

 

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