How to Edit Institution Data Settings In Compliance Planet Anti Money Laundering/Core Banking Finance Software

In this section you can edit the bio-data of the institution, this includes; the full and short name of the institution, the institution code, tax number, Bvn,address, year of establishment, default email and default occupation. This section provides a guide on how to perform operations as regards institution settings on the Compliance Planet, with step-by-step instructions and pictures.

NOTE: Only the Supreme Administrator can carry out this operation

STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as in fig 27.3a below

                                                                                                                                       (fig. 27.3a)

STEP 2:          Click on ‘INSTITUTION SETTINGS’ on the left hand side menuas in fig. 27.3b below.

(fig. 27.3b)

  • This displays a console as in fig. 27.3c below

 (fig. 27.3c)

STEP 3:          Click on any of the textboxes to edit it. See an example in fig. 27.3d below.

(fig. 27.3d)

STEP 4:          Click on the green “SAVE” button at the right end of the row to update that specific field. See an illustration in fig. 27.3e below.

(fig. 27.3e)

  • A notification as in fig. 27.3f below will be displayed at the top of the page when the operation is complete.

(fig. 27.3f)

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