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            Enable Know Your Customer for Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Know Your Customer for Financial Services Cloud

            Use the Know Your Customer (KYC) data model to store information collected from a party during a KYC process. You can then use the data from Identity and Verification service providers or Screening service providers to verify the identity of the party or to perform various screening checks for the party.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud enabled
            User Permissions Needed
            To enable Know Your Customer data model

            Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Customize Application

            Watch this video to take a tour of the Know Your Customer (KYC) Data Model for Financial Services Cloud.

            If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Get to Know the Know Your Customer (KYC) Data Model for Financial Services Cloud.

            1. From Setup, in the Quick Find box, enter General Settings, and then under Financial Services Cloud, select General Settings.
            2. Enable Know Your Customer.
             
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