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iComply Customer Documentation
  • iComplyKYC Platform Guide
  • Guides
    • General
      • Home Page
      • My Work
      • Update Personal Information
    • iComplyKYC
      • Entity Management
        • Natural Person KYC Profile
          • Entity Information
          • Identity Documents
          • Biometric Authentication
          • Supporting Documents
          • Risk Screening
          • Natural Person Request Client Update
        • Legal Entity KYC Profile
          • Legal Entity Information
          • Legal Entity Addresses
          • Legal Entity Affiliated Entities
          • Legal Entity Documents
          • Legal Entity Request Client Update
        • CSV Downloads & Uploads
        • Affiliations
        • Entity Management Tips
          • Obtaining Additional Information from Clients
        • Reports
          • What's Included in Reports
      • Case Management
        • Add Case - more details
        • Case Details
        • Managing an Open Case
        • Examining a match
          • More about Listings
        • Potential, Unknown, Rejected, and Accepted statuses
      • General Platform Functionality
        • Comments
    • Administration
      • Account
      • Settings
        • Emails
      • Automations
        • Auto Acceptance
        • Auto Assignment
        • Entity Profile
      • Compliance Settings
        • Risk Levels
        • Risk Scoring
        • Supporting Documents
        • Screening Profile
      • Files Management
        • Reports
        • CSV
      • User Management
        • Search and Filter -User Management
        • Invite User
      • Webhooks
      • Portal Management
        • Setting Up Natural Person Modules
        • Setting Up Legal Entity Modules
    • Portals
      • KYC Natural Person Portal
      • KYC Legal Entity Portal
      • Internal Service Portal
  • Troubleshooting
    • Login Issues
    • Manual Review Required Issue
    • Entities Not Running Risk Screening
    • CSV Upload Errors
    • Fallback to Selfie Issue
    • Portal-Based Tags
  • Use Cases
    • For Designers
      • Figma Integration
    • For Engineers
      • GitHub Integration
    • For Support
      • Intercom Integration
      • Page 1
  • Extras
    • Keyboard Shortcuts
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Home Page

The Home page is the starting point for everyone when they log in to iComply. The page provides an overview of Recent Activities, Open Cases, Summary, Personal Settings, Knowledge Base, and Support.

PreviousGeneralNextMy Work

Last updated 1 year ago

Recent Activity - This provides a summary of recently saved updates, additions, deletions or changes to any records.

My Open Cases - Provides the number of cases that have been assigned and for you to address.

Summary - The Summary section provides the details of the number of KYC profiles that have been assigned to you to review as well as the number of unassigned profiles.

Personal Settings - Quick links to Update Password and Personal Information sections.

Knowledge Base - Quick links to access Product Documentation, Technical & API, Compliance Dictionary, and Regwatch Updates.

Support - Get in touch with our support team - click the "Contact Support" button to report any technical issues or seek clarification on any inquiries.