{"id":1378,"date":"2026-06-25T14:55:26","date_gmt":"2026-06-25T12:55:26","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&p=1378"},"modified":"2026-06-25T14:57:28","modified_gmt":"2026-06-25T12:57:28","password":"","slug":"02-09-cloturer-un-dossier-client-fin-de-relation","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/02-09-cloturer-un-dossier-client-fin-de-relation\/","title":{"rendered":"02.09 – Cl\u00f4turer un dossier client (fin de relation)"},"content":{"rendered":"

Cette partie explique comment classer un client en \u00ab\u00a0Passif\u00a0\u00bb<\/em><\/p>\n\n\n\n

Attention ! Nous vous recommandons de classer vos clients en \u00ab\u00a0Passif\u00a0\u00bb au lieu de les supprimer. Une suppression de dossier est irr\u00e9versible et entra\u00eene la suppression de tout l\u2019historique du dossier.<\/mark><\/p>\n\n\n\n

Si vous souhaitez toutefois supprimer un dossier client, vous devez au pr\u00e9alable t\u00e9l\u00e9charger les rapports valid\u00e9s ainsi qu\u2019une sauvegarde des documents joints au dossier.<\/p>\n\n\n\n

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

Comment classer un client en passif ? <\/h2>\n\n\n\n

1. Cliquez sur le client pertinent au sein du registre des clients <\/p>\n\n\n\n

2. Au sein du dossier, dans l’onglet \u00ab\u00a0identification client\u00a0\u00bb, cliquez sur le petit crayon \u00e0 c\u00f4t\u00e9 du Statut <\/p>\n\n\n\n

3. Choisissez le statut appropri\u00e9. <\/p>\n\n\n\n

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

Points d’attention ! <\/h2>\n\n\n\n

Si vous avez param\u00e9tr\u00e9 un screening automatique sur le client et ses parties li\u00e9es, vous devez le d\u00e9sactiver manuellement en vous rendant dans la configuration de la recherche.<\/p>\n\n\n\n

\n\n\n\n

Si vous avez indiqu\u00e9 des dates d\u2019expiration pour certains documents du client, veuillez les supprimer afin de ne pas recevoir de rappels concernant des dossiers cl\u00f4tur\u00e9s.<\/p>\n\n\n\n

\n\n\n\n

Un client class\u00e9 comme passif peut, si n\u00e9cessaire, \u00eatre r\u00e9activ\u00e9 ult\u00e9rieurement<\/p>\n\n\n\n

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

Cette partie explique comment classer un client en \u00ab\u00a0Passif\u00a0\u00bb Attention ! Nous vous recommandons de classer vos clients en \u00ab\u00a0Passif\u00a0\u00bb au lieu de les supprimer. Une suppression de dossier est irr\u00e9versible et entra\u00eene la suppression de tout l\u2019historique du dossier. Si vous souhaitez toutefois supprimer un dossier client, vous devez au pr\u00e9alable t\u00e9l\u00e9charger les rapports […]<\/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-1378","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-06","word_count":185,"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":"\n02.09 - Cl\u00f4turer un dossier client (fin de relation) - 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\/02-09-cloturer-un-dossier-client-fin-de-relation\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"02.09 - Cl\u00f4turer un dossier client (fin de relation) - Vigil\" \/>\n<meta property=\"og:description\" content=\"Cette partie explique comment classer un client en \u00ab\u00a0Passif\u00a0\u00bb Attention ! Nous vous recommandons de classer vos clients en \u00ab\u00a0Passif\u00a0\u00bb au lieu de les supprimer. Une suppression de dossier est irr\u00e9versible et entra\u00eene la suppression de tout l\u2019historique du dossier. 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