From now on, it is possible to export management information in the Client File module as a CSV file. The following product information can be downloaded into a file: product type, product name, product ID, external reference, contra account, account holder, product status and last update/product change. In addition to products, client information such as name, AML risk classification (low — medium — high — unacceptable), last update and client status can also be exported as a CSV. In the future, we will expand this management information with even more data fields.
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