An identity/verification document captured during onboarding or a financed sale: documentType and documentNumber identify the document, kycType classifies the check, isVerified records the outcome and externalId keeps the provider's reference. It attaches to whichever process required it - a FinanceCase, an Order or OrderLine, an Opportunity, a DealerOnboarding application or a Resource - is scoped by branch, and Employee records point at their KYC document.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DealerOnboardingId | Dealer Onboarding | Lookup → DealerOnboarding | | |
DocumentNumber | Document Number | Text | | |
DocumentType | Document Type | PickList | | Values: Aadhaar Card, Pan Card, Driving License, Voter ID, Passport, Salary Slip, Cancelled Cheque. |
EmployeeId | Employee | Lookup → Employee | | |
ExternalId | External | Text | | |
FinanceCaseId | Finance Case | Lookup → FinanceCase | | |
Id | Id | Guid | Yes | |
IsVerified | Is Verified | Boolean | Yes | |
KYCType | KYC Type | PickList | | Values: Identity Proof, Address Proof, Income Proof. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Document Number | Text | | |
OrderId | Sale Order | Lookup → Order | | |
OrderLineId | Sale Order Line | Lookup → OrderLine | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Executive | Lookup → Resource | | |
SaleOrderKYC | Name | Text | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
