{"id":1077,"date":"2026-06-02T09:23:53","date_gmt":"2026-06-02T07:23:53","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&p=1077"},"modified":"2026-06-02T09:59:02","modified_gmt":"2026-06-02T07:59:02","password":"","slug":"valider-un-dossier-kyc-et-suivre-la-validation","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/valider-un-dossier-kyc-et-suivre-la-validation\/","title":{"rendered":"02.07 \u2013 Validate a KYC file and track validation"},"content":{"rendered":"

Cette proc\u00e9dure d\u00e9crit la demande de validation du dossier KYC, l\u2019intervention des validateurs et le suivi de l\u2019historique.<\/em><\/p>\n\n\n\n

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

La validation permet de formaliser l\u2019entr\u00e9e en relation d\u2019affaires ou la validation d\u2019un dossier KYC compl\u00e9t\u00e9.<\/p>\n\n\n\n

Cr\u00e9er une demande de validation<\/h2>\n\n\n\n

1. Dans le dossier client, ouvrez l\u2019onglet \u00ab Validation \u00bb.<\/p>\n\n\n\n

2. Cliquez sur \u00ab Demande de validation \u00bb.<\/p>\n\n\n\n

3. Ajoutez la ou les personnes qui doivent approuver le dossier.<\/p>\n\n\n\n

4. Choisissez la m\u00e9thode de validation : en s\u00e9rie ou en parall\u00e8le.<\/p>\n\n\n\n

5. Cliquez sur \u00ab Enregistrer et envoyer \u00bb.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Bouton de demande de validation dans l\u2019onglet Validation.<\/em><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Ajout des validateurs et choix de la m\u00e9thode de validation.<\/em><\/p>\n\n\n\n

M\u00e9thodes de validation<\/h2>\n\n\n\n
    \n
  • Validation en s\u00e9rie : les validateurs interviennent l\u2019un apr\u00e8s l\u2019autre.<\/li>\n\n\n\n
  • Validation en parall\u00e8le : les validateurs re\u00e7oivent la demande en m\u00eame temps.<\/li>\n<\/ul>\n\n\n\n

    Action du validateur<\/h2>\n\n\n\n

    Le validateur re\u00e7oit une demande par e-mail. Un premier e-mail contient le lien d\u2019acc\u00e8s ; un second e-mail contient le code de s\u00e9curit\u00e9.<\/p>\n\n\n\n

      \n
    • Consulter le document PDF qui reprend les informations encod\u00e9es dans l\u2019application.<\/li>\n\n\n\n
    • Indiquer son nom et son pr\u00e9nom.<\/li>\n\n\n\n
    • Tracer sa signature.<\/li>\n\n\n\n
    • Ajouter un commentaire, obligatoire en cas de rejet.<\/li>\n\n\n\n
    • Valider ou rejeter le dossier KYC.<\/li>\n<\/ul>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Interface de validation re\u00e7ue par le validateur.<\/em><\/p>\n\n\n\n

      Suivre l\u2019historique des validations<\/h2>\n\n\n\n

      Dans l\u2019onglet \u00ab Validation \u00bb, l\u2019utilisateur peut consulter l\u2019historique des demandes et leur statut.<\/p>\n\n\n\n

        \n
      • En traitement : le validateur n\u2019a pas encore valid\u00e9 ou rejet\u00e9 le dossier.<\/li>\n\n\n\n
      • Rejet\u00e9 : le validateur a rejet\u00e9 le dossier et indiqu\u00e9 un commentaire.<\/li>\n\n\n\n
      • Annul\u00e9 : la demande de validation a \u00e9t\u00e9 annul\u00e9e.<\/li>\n\n\n\n
      • Termin\u00e9 : le validateur a valid\u00e9 le dossier KYC.<\/li>\n<\/ul>\n\n\n\n

        L\u2019historique permet \u00e9galement de t\u00e9l\u00e9charger le rapport valid\u00e9 et la preuve de validation au format PDF.<\/p>","protected":false},"excerpt":{"rendered":"

        Cette proc\u00e9dure d\u00e9crit la demande de validation du dossier KYC, l\u2019intervention des validateurs et le suivi de l\u2019historique. Objectif La validation permet de formaliser l\u2019entr\u00e9e en relation d\u2019affaires ou la validation d\u2019un dossier KYC compl\u00e9t\u00e9. Cr\u00e9er une demande de validation 1. Dans le dossier client, ouvrez l\u2019onglet \u00ab Validation \u00bb. 2. Cliquez sur \u00ab Demande […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[16],"class_list":["post-1077","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-06","word_count":296,"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":"Cr\u00e9er et g\u00e9rer un dossier KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-tag\/creer-et-gerer-un-dossier-kyc\/"}],"yoast_head":"\n02.07 - Valider un dossier KYC et suivre la validation - 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\/documents\/valider-un-dossier-kyc-et-suivre-la-validation\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"02.07 - Valider un dossier KYC et suivre la validation - Vigil\" \/>\n<meta property=\"og:description\" content=\"Cette proc\u00e9dure d\u00e9crit la demande de validation du dossier KYC, l\u2019intervention des validateurs et le suivi de l\u2019historique. Objectif La validation permet de formaliser l\u2019entr\u00e9e en relation d\u2019affaires ou la validation d\u2019un dossier KYC compl\u00e9t\u00e9. Cr\u00e9er une demande de validation 1. Dans le dossier client, ouvrez l\u2019onglet \u00ab Validation \u00bb. 2. 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