Once an entity profile is created, either through the portal or manually, it is important to Accept the profile to indicate that it has been reviewed. To accept the profile, you must first resolve any issues associated with it. There are two ways to approve an entity: approving it with resolved issues or approving it with unresolved issues.
Method 1: Approving an Entity with Resolved Issues in Profile
- Navigate to the iComplyKYC tab on the top. On the side panel, click Entities.
2. Click the Entity Profile that you want to approve.
3. Click on Status.
4. Select Approved.
Method 2: Approving an Entity with Resolved Issues from Entity Table
- Navigate to the iComplyKYC tab on the top. On the side panel, click Entities.
2. Select the Entity Profile that you want to approve.
3. Update the status to Approved.
Method 3: Approving an Entity with Unresolved Issues in Profile
Approving an Entity with Unresolved Issues:
- Navigate to the iComplyKYC tab on the top. On the side panel, click Entities.
2. Click the Entity Profile with unresolved issues that you want to approve.
3. Click on Status.
4. Select Approved
5. A window will pop up where you can decide whether you want to Accept all issues and Approve this entity or Keep issues unresolved and Approve this entity. Select one of the options.
6. Click Submit to Approve the changes
