4.5.1. How to Work with the KYC/KYB (mCHECK™) Module - Overview

KYC/KYB (mCHECK™) is the Platform’s module which performs the “classic” type of KYC/AML checks – such as  identity verification and screening. You can read more about the mCHECK™ module in Section 1.4.2.2 of this manual.

The KYC/KYB (mCHECK™) module performs KYC/AML checks, and composes, on their basis, and on the basis of pre-configured scoring system and thresholds (which you can re-configure), a report. The report, as you will see further on in this manual, includes both a numeric score, and a RAG type indication.

Typically, a compliance officer / onboarding team’s use of the module (after it has been properly configured, of course) will include these six stages:

 

Stage

See chapter

1.

Run – run an mCHECK™ assessment

3.4

2.

Review – access the mCHECK™ Report, and inspect the findings closely

4.6

3.

Override  if there is ground to override some of the “RAG Results”, the user will do so, thus potentially changing the score / determination

4.6.3.1

4.

Decide – if to onboard the client (after considering all relevant data, including data coming from the other two modules)

-

5.

Activate Monitoring – if the client is onboarded, decide whether or not to activate monitoring (if not configured to activate automatically)

5.3

6.

Monitor – if the monitoring produces alerts, the user will be alerted and will be able to act accordingly

5.5

Now let’s see how this looks on the Platform itself!