Generate an AML / KYC PDF
Create the approved AML/KYC evidence PDF and open it through the supported route.
Before you start
Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.
Follow these steps
- Go to the approved AML/KYC record.
- Select Generate PDF.
- Check identity summary, evidence references and approval status.
- Use the notification PDF action only for the related notification log.
- Retain access according to the organisation’s sensitive-data policy.
Fields, rules and limits
Check it worked
The linked entity, saved state, dates and evidence match the intended task.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
Does a parsed document count as approved?
No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.
Is the generated PDF the original certificate?
No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.