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Customers (KYC)

The Customers page lists all customer profiles and is the default landing page after login.

Customers page with search and profiles table

Routes

  • /
  • /customers

Table Columns

The following columns are available in the customers table:

ColumnFieldNotes
NamenameDisplays - if name is undefined
ID Numberid_card_numberTruncated with ellipsis on overflow
StatusstatusProfile status (see values below)
Created Datecreated_atFormatted as DD.MM.YYYY - HH:mm
Last Updatelast_status_updateFormatted as DD.MM.YYYY - HH:mm; displays - if not set
KYCriskRisk-based display (see values below)
AMLaml_statusShown only when AML is enabled
BioPaybiopay_enabledShown only when BioPay is enabled
Video Call Statusvideo_call_statusAlways available but optional in visible columns
Companycompany_name

Clicking any cell in a row navigates to /profile/:id.

Profile Status Values

CREATED, INCOMPLETE, PENDING_REVIEW, PENDING_APPROVAL, PENDING_UPLOAD, APPROVED, REJECTED, BLACKLISTED, INACTIVE

KYC Column Values

Derived from the risk field:

Risk valueDisplay label
NORMALApproved
HIGHPending
VERY_HIGHRejected
(other)Created

AML Column Values

Shown when AML is enabled. Derived from aml_status:

aml_status valueStatus labelTitle
trueApprovedLow
falseRejectedHigh
(null / not set)CreatedNot Checked

BioPay Column Values

Shown when BioPay is enabled. Derived from biopay_enabled:

ValueDisplay
trueEnabled
falseDisabled

Video Call Status Values

WAITING, MISSED, TALKING, COMPLETE, INCOMPLETE, ESCALATED, BAD QUALITY, DISCONNECTED, APPROVED, REJECTED, CONNECTION ERROR, SUSPICIOUS

Show / Hide Columns

  • Click Show/Hide to open the column visibility dialog and select which columns appear in the table.
  • Column visibility is persisted in browser LocalStorage.

Show hide columns dialog

Search and Filters

Standard Filters

FilterDescription
SearchFree-text search across profiles
StatusFilter by profile status
Created DateDate range filter on created_at
Last Status UpdateDate range filter on last_status_update
CompanyFilter by company (visible to superusers only)

Advanced Filters

FilterField
Document Typehas_document_type
Nationalitynationality
Expiry Dateexpiry_date
Riskrisk (Normal / High / Very High)
Ageage
Video Call Statusvideo_call_status

Advanced filters are grouped in a collapsible panel. The panel opens automatically when a URL query string contains any advanced filter parameter.

URL State

All active filters and pagination parameters are reflected in the URL query string. Filter state is preserved across page reloads and links are shareable.

Pagination

  • Rows per page options: 20, 50, 100 (default: 20).
  • Pagination is server-side.

Inline Status Change

A customer's status can be changed directly from the list.

  • Changing status to REJECTED or BLACKLISTED opens a dialog requiring a reason. The reason must be more than 10 characters.
  • All other status changes are applied immediately without a prompt.

First Login Popup

On first login, if the account uses the standard product, a Getting Started popup appears. This popup can be dismissed or set to not show again.

note

Some columns and actions may only appear if your role has the required permissions. The Company filter is only visible to superusers.