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Client profiling - Record - Complete

If you have specified all data necessary for the activity, you can now complete and thus close the activity. Please notice that you will no longer be able to edit the activity after completing it. Therefore, if necessary, return to a previous step to check it.
Confirm the entered data by selecting the "Complete recording" checkbox.

To complete the "Record" subactivity, click the "Complete" button. The activity can now be reviewed by the bank's corresponding department.

The "Completed" page that appears shows a summary of the activity's main data, making it quickly identifiable after completing the activity. Also, you can open the created report from this page.

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