The Entity Information section holds a Natural Person’s basic information — including their name, date of birth, residence, and contact information. To edit this information, platform users can manually update fields using the Edit button in the History section, or request the client to update their own details using the Request Client Update button.
Platform users can update a Natural Person's information using one of two methods:
- Manual edit: Click the Edit button in the History section to directly modify the fields.
- Request Client Update: Click the Request Client Update button to send the Natural Person a request to update their own information.
After editing, click Save to store the changes, or Save and Accept to store and immediately reflect them in the main grid. Changes will not appear in the main grid until one of these actions is completed.
Users can also attach a supporting document within this section. Attached files are stored in the Supporting Documents section, found further down the Natural Person's profile page, where all attached files can be viewed and managed.
