Individual Entity — Kyboa

Silent walkthrough with on-screen captions. Any processing waits are shortened.
Worked example: John Doe · Fictional example

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Individual Entity. Create a client record and set Monthly monitoring.

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Open Entities and choose New Entity.

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Choose Manual Input to enter the Entity details yourself.

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Select Individual, enter the name and choose the country or jurisdiction.

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Add known personal details. Leave unknown details blank.

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Use Contact & Notes for information you hold about the client.

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Set Monitoring Frequency to Monthly. Quarterly and Annually are also available.

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Choose Create to save the Entity and its monitoring frequency.

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View the saved Entity. Edit updates its details. Run Screening starts a screening.

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The Monitoring section confirms the saved Monthly frequency.

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Entity Saved. Your Entity details and monitoring frequency are saved.