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

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

  1. Locate the transaction containing the individual you would like to update by typing the name of the transaction in 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 individual you would like to update.

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

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

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

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

  8. Click 'Close'.

    Note: You no longer need to unverify an individual in order to make changes. Simply click on their record, update their information, and reverify.

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