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How do I update the details of a party onboarded to a transaction?
How do I update the details of a party onboarded to a transaction?
Jessica avatar
Written by Jessica
Updated over a week ago

Updating the details of a party within an unverified transaction can be done through the ‘New’ or 'Ready' sections of the CDD register.

  1. Locate the transaction containing the party you would like to update by typing the name of the transaction into the ‘Search’ field.

  2. Click on the transaction name; you will be redirected to the structure.

  3. Under the transaction's structure, click on the name of the party you would like to update.

  4. A pop-up window of the ‘Update Party’ page will appear on the right-hand side of the screen.

  5. Make any necessary changes to the details of the party.

  6. When satisfied with these changes, click ‘Update’.

  7. A pop-up message will appear to signal that the party has been successfully updated.

  8. Click 'Close'.

    Note: you no longer need to unverify a party in order to make changes. Simply click on the record, update their details, and reverify.

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