How to Edit Institution Data Settings On Control Panel 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 regarding institution settings on the Compliance Planet, with step-by-step instructions and pictures.

NOTE: Only the Supreme Administrator can carry out these operations.    


STEP 1: From the app dashboard, click “CONTROL PANEL” as in Fig 27.3a below.

Fig 27.3a

STEP 2: From the left-hand side menu, click “REGULATORY REPORT”. as in Fig 27.3b below

Fig 27.3b

STEP 3: From the menu, click “Institution” as in Fig 27.3c below

Fig 27.3c

  • This displays a drop-down as in fig 27.3d below

STEP 4: Click “Settings” on the institution drop-down as in fig 27.3d below

Fig 27.3d                                  

  • This displays a console as in Fig. 27.3e below

 Fig. 27.3e

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

Fig. 27.3f

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

Fig. 27.3g

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

Fig. 27.3h

For further enquiries: 
Tel: +234(0) 816 555 9818
Email: solutions@efuelite.com 
Web: https://solutions.efuelite.com

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