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Downloading of management information expanded

Redesign client view 16

A few months ago, we introduced the possibility to export management information in the Client File Module and Onboarding Module as a CSV file. Read more here. We have now extended this feature with more data fields. In the coming releases, we will also add additional data fields to the client products table and the prospect table in the Onboarding Module. We will of course keep you informed about this.

From now on the following datafields can be exported:

  • Name
  • Risk classification
  • Last update
  • Created on
  • Status
  • Assignee
  • ID
  • Address line 1
  • Address line 2
  • Postal code
  • City
  • Country
  • Address line 1 (correspondence)
  • Address line 2 (correspondence)
  • Postal code (correspondence)
  • City (correspondence)
  • Country (correspondence)
  • Email
  • Insider
  • Insider with
  • More than 1% shares
  • Holds shares in
  • US Person
  • Date of birth
  • Country of birth
  • Place of birth
  • Telephone
  • Nationality
  • Personal number
  • Gender
  • Region
  • Location
  • Given names
  • Preferred name
  • Initials
  • Surname

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