Welcome to the iComply Knowledge Base
Overview
Welcome to the iComply Knowledge Base! This resource hub is designed to help you get the most out of the iComply platform by providing access to product documentation, step-by-step guides, compliance resources, technical references, and training materials.
Whether you're getting started with the platform, learning how to use a specific feature, managing compliance activities, or exploring technical integrations, you'll find resources to help guide you along the way.
Our Knowledge Base is organized into dedicated categories to make it easy to find the information you're looking for.
What You'll Find in the Knowledge Base
The Knowledge Base is organized into the following categories:
| Category | Description |
|---|---|
| Welcome | Learn about iComply, explore the platform's underlying architecture, and discover how to navigate the Knowledge Base. |
| Quick Start Guides | Find step-by-step instructions for initial setup, account configuration, deployment, and testing to help you get up and running. |
| Platform Guides and Feature Documentation | Explore detailed guides, feature walkthroughs, module documentation, and release notes covering iComply platform functionality and updates. |
| Compliance and Platform Procedures | Access instructions and guidance for completing compliance-related activities and navigating key operational processes within the platform. |
| Technical and Developer Documentation | Find API references, integration guides, technical specifications, and developer resources to support your technical implementation. |
| Training and Learning Resources | Access educational materials and platform training resources provided by iComply for qualified partners. |
| Regulatory Resources and Industry Guides | Explore industry-specific compliance checklists, regulatory guidance, and additional resources for regulated businesses. |
| Frequently Asked Questions | Find answers to common questions about iComply, platform functionality, and frequently encountered issues. |
Finding the Information You Need
There are several ways to navigate the Knowledge Base and find relevant documentation.
1. Browse by Category
Select a category from the Knowledge Base homepage to explore its available subcategories and articles. Categories are organized by topic and purpose to help you quickly locate relevant information.
2. Use the Search Function
Use the search bar to find articles based on keywords, feature names, or specific questions. For the best results, try searching for the name of the platform feature, module, or process you're looking for.
For example:
- Search "AML Screening" to find documentation related to screening and AML cases.
- Search "User Permissions" to find information about managing platform access.
- Search "API Authentication" to find technical documentation for API access.
- Search "Risk Scoring" to find guides related to risk assessment and configuration.
3. Explore Related Articles
Many articles include links to related documentation, additional guides, and relevant resources. These links can help you explore related features and workflows without having to return to the homepage.
Finding Resources by Role
The Knowledge Base supports different audiences across your organization. Depending on your responsibilities, you may find the following categories particularly useful:
| Your Role | Recommended Resources |
|---|---|
| Platform Administrators | Quick Start Guides; Platform Guides and Feature Documentation |
| Compliance Teams | Compliance and Platform Procedures; Platform Guides and Feature Documentation |
| Platform Users | Quick Start Guides; Frequently Asked Questions |
| Developers and Technical Teams | Technical and Developer Documentation |
| Qualified Partners | Training and Learning Resources; Platform Guides and Feature Documentation |
| Compliance Officers and Management | Regulatory Resources and Industry Guides; Compliance and Platform Procedures |
Need Additional Help?
If you can't find the information you're looking for or require additional assistance with the iComply platform, our team is here to help.
You can reach out to iComply Support for assistance with platform functionality, technical issues, and questions that are not addressed in the available documentation.
We also welcome feedback and suggestions for additional documentation that would make your experience with the Knowledge Base more useful.
We're continuously expanding and improving our Knowledge Base to help you navigate the iComply platform with confidence.
Welcome aboard!