Okukkiriza ebiwandiiko bya KYC bya mmemba

Okufunza

Kkiriza ebiwandiiko bya KYC by'omukulembeze ku tab ya KYC, okusobola okukola nti obukwate bwe obwa KYC buva ku Pending. Ebitundu 4 · Ebisenge 8. Era kiyitibwa: okukkiriza KYC, okulongosa KYC, okukakasa omuguzi wo.

Ebisaanidde Okubeerawo

  • Okuyingira kwo mu CAMS, ng'olina olukusa okukkiriza KYC. Bwe kiba nti omulimu gwo tegulimu kukkiriza, omukulu wo akola ekisenge 7.
  • Ebiwandiiko by'omukulembeze, nga bimaze okuteekebwa oba nga bitegekeddwa okuteekebwa.
  • Olukalala lw'ebiwandiiko ebyetaagisa eby'ekitongole kyo. Olukalala olwo luva mu nkola yo, so si mu CAMS.

Ekisenge ku Kisenge

  1. Yingira mu CAMS.

  2. Mu menu eri ku kkono, nyiga ku Client, nonya omukulembeze era onyige ku layini ye (Engeri y'okunonya omukulembeze eraga okunonya).

    Olukalala lw'abakulembeze n'akabokisi k'okunonya, Type ne Status filters, n'emilimu gy'abakulembeze okunyigibwako
    Figure 1: Olukalala lw'abakulembeze n'akabokisi k'okunonya, Type ne Status filters, n'emilimu gy'abakulembeze okunyigibwako

  3. Ku tab ya Summary, kakasa Member ID, Full Name ne KYC Status mu mutwe. Bwe kiba nti omukulembeze si ye, nyiga ku Exit era ononye nate.

    Tab ya Member Summary n'omutwe ogulaga Member ID, Full Name, KYC Status Pending, n'akabutton ka Exit
    Figure 2: Tab ya Member Summary n'omutwe ogulaga Member ID, Full Name, KYC Status Pending, n'akabutton ka Exit

  4. Nyiga ku tab ya KYC era olindire olukalala lw'ebiwandiiko. Obubaka obugamba "No data available" kitegeeza nti tewali kintu kyonna ku fayiro okutuusa kati.

    Tab ya KYC eguddewo n'emmeeza y'ebiwandiiko etaliimu kintu egamba No data available, okumpi ne Add KYC ne Approve KYC
    Figure 3: Tab ya KYC eguddewo n'emmeeza y'ebiwandiiko etaliimu kintu egamba No data available, okumpi ne Add KYC ne Approve KYC

  5. Soma buli layini — Document, Uploaded Date, Comments ne Document Name — era kakasa nti buli kiwandiiko kisomeka bulungi era kikwatagana n'ebikwata ku bubonero ku Summary.

  6. Bwe kiba nti waliwo ekiwandiiko ekibula, nyiga ku Add KYC, londa ekika, jjuza ebyo foomu by'ekubuuza, yongerako Comments, era otereke. Kakasa nti kifunye Uploaded Date.

  7. Ebiwandiiko ebyetaagisa byonna bwe biba nga biriwo era bituufu, nyiga ku Approve KYC era okakase obubaka obukubuuza.

  8. Kebera omutwe nate. KYC Status tekisaanidde kuba Pending nate; akabonero akapya akatuufu kasinga ku nteekateeka yo.

Kulabula: Tewali kisenge kya kuddiza kyakwandiikibwa, n'olwekyo kebera buli kintu nga tonnanyiga ku Approve KYC — era tokkiriza olukalala olutaliimu kintu.

Ebisobya ebya bulijjo & Ebibuuzo Ebya Bulijjo

  • Approve KYC tekola, oba ekulemerera. Oyinza obutaba na lukusa lwa kukkiriza, oba ekiwandiiko ekimu ekyetaagisa kikyabula. Kebera n'omukulu wo.
  • Ekiwandiiko tekikwatagana na linnya ku Summary. Tokkiriza. Funira ebikwata ku bubonero obulungi, oba saba omukulembeze ekiwandiiko ekisinga obulungi.
  • Okukebera obubonero kwalemeredde edda. Ggulawo tab ya Verification History, soma akakolonna ka Error, longosa data eri emabega waako, oluvannyuma ogezeeko nate.
  • Ani asoma comments zange? Abakebera ebitabo n'omukebera akaddako — zitereke nga zituufu.

Ddayo ku musomo: CAMS Ebikulu eby'Obukulembeze