{"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":"2026-06-02T09:59:12","modified_gmt":"2026-06-02T07:59:12","password":"","slug":"modifier-les-options-dune-fiche-client","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/modifier-les-options-dune-fiche-client\/","title":{"rendered":"02.08 \u2013 Modifying customer account options"},"content":{"rendered":"

Les options de la fiche permettent d\u2019ajuster certains param\u00e8tres du dossier KYC.<\/em><\/p>\n\n\n\n

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

Chaque fiche client dispose d\u2019un menu d\u2019options permettant de modifier certains param\u00e8tres du dossier.<\/p>\n\n\n\n

Acc\u00e9der aux options de la fiche<\/h2>\n\n\n\n

Depuis la fiche client, cliquez sur l\u2019acc\u00e8s \u00ab Option de la fiche \u00bb situ\u00e9 dans l\u2019interface du dossier.<\/p>\n\n\n\n

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

Acc\u00e8s au menu \u00ab Option de la fiche \u00bb depuis la fiche client.<\/em><\/p>\n\n\n\n

Param\u00e8tres modifiables<\/h2>\n\n\n\n
    \n
  • Responsable attribu\u00e9 au dossier KYC.<\/li>\n\n\n\n
  • Niveau de vigilance utilis\u00e9.<\/li>\n\n\n\n
  • Cat\u00e9gorie du client.<\/li>\n\n\n\n
  • Statut du client : prospect, actif ou passif.<\/li>\n\n\n\n
  • Fr\u00e9quence de revue du dossier client.<\/li>\n<\/ul>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Menu de configuration de la fiche client.<\/em><\/p>\n\n\n\n

    Point of attention: <\/strong>La modification manuelle du niveau de vigilance n\u2019est pas recommand\u00e9e. Elle constitue une d\u00e9rogation au r\u00e9sultat de l\u2019analyse de risques et doit \u00eatre justifi\u00e9e selon vos proc\u00e9dures internes.<\/p>\n\n\n\n

    R\u00e9sultat attendu<\/h2>\n\n\n\n

    Apr\u00e8s enregistrement, les param\u00e8tres s\u00e9lectionn\u00e9s s\u2019appliquent au dossier client et sont repris dans les vues ou rapports concern\u00e9s.<\/p>\n\n\n\n

    <\/p>","protected":false},"excerpt":{"rendered":"

    Les options de la fiche permettent d\u2019ajuster certains param\u00e8tres du dossier KYC. Objectif Chaque fiche client dispose d\u2019un menu d\u2019options permettant de modifier certains param\u00e8tres du dossier. Acc\u00e9der aux options de la fiche Depuis la fiche client, cliquez sur l\u2019acc\u00e8s \u00ab Option de la fiche \u00bb situ\u00e9 dans l\u2019interface du dossier. Acc\u00e8s au menu \u00ab […]<\/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-1088","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-06","word_count":172,"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":"\n02.08 - 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\/modifier-les-options-dune-fiche-client\/\" \/>\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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