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Deployment Components

Dataverse​

A high-level list of the new or modified Dataverse components required for this feature.

Tables​

  • Specific Risk Assessment

    • Columns
      • Run SmartDoc Check
    • Forms
      • Base
      • Main
      • PMS

  • UK Individual AML

    • Columns
      • SmartDoc Created On
      • SmartDoc Document ID
      • SmartDoc Document Image ID
      • SmartDoc Escalated to Manager Date
      • SmartDoc ID
      • SmartDoc Notification Expiry Date
      • SmartDoc Notification ID
      • SmartDoc Response
      • SmartDoc Result
      • SmartDoc Status
      • SmartDoc Status Date
      • SmartDoc Subject ID
    • Forms
      • Main

Environment Variables​

  • SmartSearch - Run SmartDoc Check
  • T-Tech Support Email
  • SmartSearch - Notifications Recipient

Web Resources​

  • KYCCheck.js
  • KYC-Commands.js

Flows​

A high-level list of the Power Automate flows involved in this feature.

  • KYC - Upload Identification Document
  • SmartSearch - Run a SmartDoc Check
  • SmartSearch - Check in-progress SmartDoc items
  • SmartSearch - Send an email to contacts manager
  • SmartSearch - Send an SMS or email to the customer
  • SmartSearch - Get User for AML Check Notifications
  • SmartSearch - Get Access Token