KYC Process Management

Manage Know Your Customer processes for approved proposals

@if(auth()->user()->canManageKyc()) Create KYC Process @endif
@if (session()->has('message'))
{{ session('message') }}
@endif @if (session()->has('error'))
{{ session('error') }}
@endif
@forelse($processes as $process) @empty @endforelse
Client/Process Department Status Created Actions
@if($process->proposal && $process->proposal->client && $process->proposal->client->name && $process->proposal->client->name !== 'null')
{{ $process->proposal->client->name }}
{{ $process->proposal->client->email }}
Proposal #{{ $process->proposal->id }}
@elseif($process->proposal)
{{ $process->proposal->title }}
€{{ number_format($process->proposal->amount, 2) }}
Proposal #{{ $process->proposal->id }} - {{ ucfirst($process->proposal->status) }}
@elseif($process->external_client_name)
{{ $process->external_client_name }}
{{ $process->external_client_email ?? 'No email' }}
External Client
@else
KYC Process #{{ $process->id }}
No client information
Orphaned Process
@endif
@if($process->department) {{ $process->department }} @elseif($process->departments && is_array($process->departments))
@foreach($process->departments as $dept) {{ $dept }} @endforeach
@else No Department @endif 		{{ $process->created_at->format('M d, Y') }}
@if(auth()->user()->canManageKyc()) @endif

No KYC processes found

Get started by creating a new KYC process for an approved proposal.

@if(auth()->user()->canManageKyc())
Create Your First KYC Process
@endif
{{ $processes->links() }}
Total Processes
{{ $processes->total() }}
Completed
{{ $processes->where('status', 'completed')->count() }}
In Progress
{{ $processes->whereIn('status', ['pending', 'in_progress'])->count() }}
Approved
{{ $processes->where('status', 'approved')->count() }}
@if($showViewModal && $viewingProcess)

KYC Process Details

@if($viewingProcess->proposal && $viewingProcess->proposal->client && $viewingProcess->proposal->client->name !== 'null') {{ $viewingProcess->proposal->client->name }} @elseif($viewingProcess->proposal) {{ $viewingProcess->proposal->title }} (Proposal #{{ $viewingProcess->proposal->id }}) @elseif($viewingProcess->external_client_name) {{ $viewingProcess->external_client_name }} @else No client information @endif

{{ $viewingProcess->department }}

{{ ucfirst($viewingProcess->status) }}

{{ $viewingProcess->created_at->format('M d, Y g:i A') }}

@if($viewingProcess->expires_at)

{{ $viewingProcess->expires_at->format('M d, Y') }}

@endif
@if(auth()->user()->canManageKyc()) Edit Process @endif
@endif