How to Carry Out Policy Explorer Operations On Customer Risk Assessment In Compliance Planet Anti Money Laundering/Core Banking Finance Software

STEP 1: From the app dashboard, click “CUSTOMER RISK ASSESSMENT” as in image below.

The above action will display a page as seen in the image below.

STEP 2: Click on “POLICIES EXPLORER” as in the image below.

This allows you to view the list of policies.

To export the records to excel, click on the “Export To Excel” button.

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