Case management

Merging profiles
TABLE OF CONTENTS Summary How merging works When merging In merge mode How to merge profiles Troubleshooting Ongoing monitoring after merging S...
Thu, 16 Jul, 2026 at 12:10 PM
Navigating the profiles page
TABLE OF CONTENTS Summary Before you start What is a profile? Profile sections breakdown Overview Risk level from Client Risk Assessment Verificatio...
Thu, 16 Jul, 2026 at 2:45 PM
Profiles
TABLE OF CONTENTS Summary Profile sections breakdown Overview  Associated parties Ongoing monitoring Activity Log Summary Profiles allow you to ha...
Mon, 17 Mar, 2025 at 2:59 PM
What are the different roles in the platform?
Summary  The First AML Platform offers different user roles to provide flexibility and control over access and permissions. User roles determine the lev...
Mon, 9 Mar, 2026 at 11:02 PM