{"id":1028,"date":"2026-05-28T14:12:12","date_gmt":"2026-05-28T12:12:12","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&p=1028"},"modified":"2026-05-28T14:12:13","modified_gmt":"2026-05-28T12:12:13","password":"","slug":"utiliser-le-registre-des-clients","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/utiliser-le-registre-des-clients\/","title":{"rendered":"Utiliser le registre des clients"},"content":{"rendered":"

Le registre des clients centralise tous les clients encod\u00e9s dans VIGIL KYC et permet d\u2019acc\u00e9der rapidement \u00e0 leur dossier.<\/em><\/p>\n\n\n\n

Objectif<\/h2>\n\n\n\n

Le registre des clients reprend l\u2019ensemble des personnes physiques et morales cr\u00e9\u00e9es dans l\u2019application. Il permet \u00e0 la fois de consulter les dossiers existants et d\u2019effectuer les principales actions de gestion.<\/p>\n\n\n\n

Actions disponibles<\/h2>\n\n\n\n
    \n
  • Cr\u00e9er un nouveau client ou prospect.<\/li>\n\n\n\n
  • Acc\u00e9der au dossier KYC d\u2019un client existant.<\/li>\n\n\n\n
  • Supprimer un client, si votre profil dispose des droits n\u00e9cessaires.<\/li>\n\n\n\n
  • Consulter les informations synth\u00e9tiques associ\u00e9es \u00e0 chaque client.<\/li>\n<\/ul>\n\n\n\n

    Informations affich\u00e9es dans le registre<\/h2>\n\n\n\n
      \n
    • Type de client : personne physique ou personne morale.<\/li>\n\n\n\n
    • Niveau de vigilance attribu\u00e9 : simplifi\u00e9e, standard ou renforc\u00e9e.<\/li>\n\n\n\n
    • Statut du client : prospect, actif ou passif.<\/li>\n\n\n\n
    • Cat\u00e9gorie assign\u00e9e au client.<\/li>\n\n\n\n
    • Pays du client.<\/li>\n\n\n\n
    • Date de cr\u00e9ation du client dans l\u2019application.<\/li>\n\n\n\n
    • Fr\u00e9quence de revue du dossier KYC.<\/li>\n\n\n\n
    • Avancement de la collecte des documents.<\/li>\n<\/ul>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Registre des clients avec les actions et informations de synth\u00e8se.<\/em><\/p>\n\n\n\n

      Point d\u2019attention : <\/strong>La suppression d\u2019un client doit \u00eatre utilis\u00e9e avec prudence. V\u00e9rifiez toujours les r\u00e8gles internes de conservation et de tra\u00e7abilit\u00e9 avant de supprimer un dossier.<\/p>","protected":false},"excerpt":{"rendered":"

      Le registre des clients centralise tous les clients encod\u00e9s dans VIGIL KYC et permet d\u2019acc\u00e9der rapidement \u00e0 leur dossier. Objectif Le registre des clients reprend l\u2019ensemble des personnes physiques et morales cr\u00e9\u00e9es dans l\u2019application. Il permet \u00e0 la fois de consulter les dossiers existants et d\u2019effectuer les principales actions de gestion. Actions disponibles Informations affich\u00e9es […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[10],"class_list":["post-1028","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-tableaux-de-bord-et-registres"],"year_month":"2026-05","word_count":199,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Bastien Decerf","author_nicename":"bdecerfarcad-lu","author_url":"https:\/\/vigil-solutions.eu\/en\/author\/bdecerfarcad-lu\/"},"doc_category_info":[{"term_name":"KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-category\/kyc\/"}],"doc_tag_info":[{"term_name":"Tableaux de bord et registres","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-tag\/tableaux-de-bord-et-registres\/"}],"yoast_head":"\nUtiliser le registre des clients - Vigil<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vigil-solutions.eu\/en\/docs\/utiliser-le-registre-des-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Utiliser le registre des clients - Vigil\" \/>\n<meta property=\"og:description\" content=\"Le registre des clients centralise tous les clients encod\u00e9s dans VIGIL KYC et permet d\u2019acc\u00e9der rapidement \u00e0 leur dossier. 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