KE
KE configuration
Journey, branches and per-form overlays for this country.
Forms
| Form | Description | Used by | KE overlays | |
|---|---|---|---|---|
address | Residential address | retail_onboarding | Edit → | |
basic_info | Identity & primary contact | retail_onboarding | Edit → | |
biometric_fingerprints | Biometric fingerprint capture | biometric_fingerprints_update | Edit → | |
confidentiality_waiver | FATCA confidentiality waiver | retail_onboarding | Edit → | |
confirm | Final confirmation | retail_onboarding, customer_information_update | Edit → | |
crs_declaration | CRS self-declaration | retail_onboarding | Edit → | |
crs_tax_details | CRS tax residency details | retail_onboarding | Edit → | |
ekyc | Electronic KYC document capture | retail_onboarding | Edit → | |
email | retail_onboarding | Edit → | ||
fatca_documents | FATCA supporting documents | retail_onboarding | Edit → | |
fatca_tax_details | retail_onboarding | Edit → | ||
next_of_kin | Next of kin details | retail_onboarding | Edit → | |
occupation | Employment & occupation | retail_onboarding | Edit → | |
profile_email_validation | customer_information_update, customer_information_update, customer_information_update, customer_information_update | Edit → | ||
profile_physical_address | customer_information_update | Edit → | ||
profile_preferred_address | customer_information_update, customer_information_update, customer_information_update | Edit → | ||
profile_source_of_income | customer_information_update | Edit → | ||
profile_update_confirmation | customer_information_update, customer_information_update | Edit → | ||
review_information | Review captured information | retail_onboarding, customer_information_update | Edit → |