Categories Administration - Knowledge Base - ComplyAssistant

Categories

A set of audit categories is available for each account. Click the Categories link on the left side of the page to view the complete list.




In the list, click on a category to see its details, such as rule definition, compliance level type, and the compliance levels for the category. Any corresponding question libraries are shown at the bottom of the page. 



There are several links on the right side of the page:


  • Edit Category — Change the Compliance Level Type to either Progressive or Multiple Choice. Progressive provides a set of radio buttons from which one can be chosen; Multiple Choice permits the selection of multiple checkboxes.

  • Manage Compliance Levels — Display a page on which you can edit existing compliance levels and add one or more new compliance levels.

  • Override Compliance Level label — Display a page on which you can change the “Compliance Level” to something that you prefer better.


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