How To Carry Out Institution Asset Data Operations In Compliance Planet Anti Money Laundering/Core Banking Finance Software

In this section, Institution asset data includes the name of the institution, the institution code, address, year of establishment and contact person details. This section provides a guide on how to perform operations as regards institution asset data on the Compliance Planet, with step-by-step instructions and pictures.

To view the institution asset data;

STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as in fig 27.1a below

(fig. 27.1a)

STEP 2:          Click on ‘INSTITUTION ASSET DATA VIEW’ on the left hand side menuas in fig. 27.1b below.

(fig. 27.1b)

  • By clicking on ‘Institution Asset Data View’, a console will be displayed on your screen. See an example of an institution asset data in fig. 27.1c below.

(fig. 27.1c)

How to Edit Institution Asset Data

To make changes to the institution asset data,

STEP 1: From the left hand side menu, click on ‘INSTITUTION ASSET DATA EDIT’ as in fig 27.2a below.

(fig. 27.2a)

  • This displays an ‘Institution Asset Data’ console.
  • See an example of an institution asset data edit console in fig. 27.2b below.

(fig. 27.2b)

  • Fill in new data or change the details on the console.

STEP 2:          Click on ‘Save Changes’ as shown in fig. 27.2c to save the changes or click on ‘Dismiss console’ to discard changes or new details entered on the console.

(fig. 27.2c)

  • This displays a confirmation console as in fig. 27.2d will appear to confirm your request.

(fig. 27.2d)

STEP 3: Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to discontinue. A notification as in fig. 21.2e below will be displayed at the top of the page when the operation is complete.

(fig. 27.2e)

 

 

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