The navigation structure in the Client File Module has been improved so that professional users can easily find all their “party” related information. A “party” is a natural or legal person. In the new “Party Dashboard”, a user can see at a glance if there are open actions to be performed. The user can see the status of the risk classification and whether a risk review has been started. There is also an overview of the screening hits and how these hits are categorised. Related information is now also easy to find; via a quick action button a user can view the legal structure of a “party”.
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