{"id":1088,"date":"2026-06-02T09:26:55","date_gmt":"2026-06-02T07:26:55","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&p=1088"},"modified":"2026-06-25T14:34:16","modified_gmt":"2026-06-25T12:34:16","password":"","slug":"modify-customer-record-options","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/modifier-les-options-dune-fiche-client\/","title":{"rendered":"02.08 \u2013 Modifying customer file options"},"content":{"rendered":"

The kyc file options allow for adjustment of certain KYC folder parameters.<\/em><\/p>\n\n\n\n

<\/div>\n\n\n\n

Access the options of the kyc file<\/h2>\n\n\n\n

From the client file, click on the \u00abTreatment Record Options\u00bb button located in the folder interface.<\/p>\n\n\n\n

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

Editable settings<\/h2>\n\n\n\n
    \n
  • Responsible person assigned to the KYC file.<\/li>\n\n\n\n
  • Vigilance level used.<\/li>\n\n\n\n
  • Customer category.<\/li>\n\n\n\n
  • Customer status: prospect, active, passive or refused<\/li>\n\n\n\n
  • Customer file review frequency.<\/li>\n\n\n\n
  • Date of next kyc file review <\/li>\n<\/ul>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    Possible actions<\/h2>\n\n\n\n

    Via this menu you can: <\/p>\n\n\n\n

      \n
    1. Amend the document request for the current file<\/li>\n\n\n\n
    2. Copy risk analysis answers from another file to the current file <\/li>\n\n\n\n
    3. Download all documents attached to the client file <\/li>\n\n\n\n
    4. Download the audit trail of actions performed on the file <\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>","protected":false},"excerpt":{"rendered":"

      The sheet options allow certain KYC folder parameters to be adjusted. Accessing sheet options From the client sheet, click on the \u00abSheet Option\u00bb access located in the folder interface. Modifiable settings Possible actions Via this menu, you can:<\/p>","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-1088","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-09","word_count":134,"total_views":"2","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":"\n02.08 - Modifier les options d\u2019une fiche client - 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\/modify-customer-record-options\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"02.08 - Modifier les options d\u2019une fiche client - Vigil\" \/>\n<meta property=\"og:description\" content=\"Les options de la fiche permettent d\u2019ajuster certains param\u00e8tres du dossier KYC. 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