Managing company IDs

Create, view and modify the type of identification used for companies with reference to the KYC process. Typically these are used to uniquely identify the company. Sample identification types for individuals could be registration number, TIN, CIN, and so on.

Procedure

To create, view, or modify company IDs from the Master Management page

To create a company ID, click Company ID > Create in the left navigation pane. The Create Company ID Type view is displayed. Complete the following information and click CREATE.
Where:
- Company ID is the name of the company identification type; for example, TIN. (required)
- Description describes the company ID type.
- Status indicates the status of the specified company ID. Status values are Active and Inactive. (required)
To view a list of existing company IDs in the system, click Company ID > View in the left navigation pane. The View Company ID Type view is displayed.

To view details about a specific company ID, click VIEW next to the required company ID.
To modify the details of an existing company ID, click Company ID > Modify in the left navigation pane. The Modify Company ID Type view is displayed.

To modify a particular company ID, click MODIFY next to the required company ID. Update the information and then click MODIFY to save your changes.