📄️ Configuring the Legal Entity Profile Page
The Legal Entity Profile page is customisable, in that a Configurator can define the Policy Category that appears within the "Details" component of the Overview Tab, as well as dictating both the visibility and ordering of the Policy Categories displayed on the "Data" Tab. This configuration is done at the Legal Entity Type level, meaning the configuration of these two elements can be unique when comparing an "Individual" to a "Company, "Other" or "Legal Entity Group".
📄️ Configuring Legal Entity Groups
Configuring Group Journeys
📄️ Configuring Shared Data
Permissions
📄️ Configuring Policy
To start building and editing policy requirements, navigate to the tool using the Policy Configuration button.
📄️ Configuring Data Groups
Configuring Mandatory Data Groups
📄️ Configuring the Logic Engine
Data Group Logic Engine Operators