Customer Profile
The Customer Profile page displays identity information, verification steps, documents, and service-specific results for a single customer.
Route
/profile/:id
Real-Time Updates
The profile page opens a WebSocket connection (wss://) authenticated with a per-customer socket token. While the page is open, the following events trigger automatic data refreshes:
| Event | Action |
|---|---|
step_results | Reloads the customer's document list and customer record |
ai_generated_summary | Reloads the customer record |
The WebSocket connection closes when navigating away from the profile.
Sections
Sections appear based on permissions and the services active on the customer's profile. The order below reflects the on-page render order.
Profile Info
Always visible. Displays the customer's identity fields and summary information.
Verification Steps
Visible when the customer has more than 3 configured rules (customer.rules.length > 3). Shows each verification step and its result.
Documents
Visible to users with the view_document permission. Provides access to uploaded documents and document review tools.
AML & Adverse Media
Visible when aml is in the customer's active_services. Shows AML status and links to AML history.
Video Calls
Visible when video_kyc is in the customer's active_services. Shows Video KYC call records for the customer.
Transactions
Visible when transactions is in the customer's active_services. Shows transaction monitoring data.
Travel Rule Transaction Logs
Visible to users with the view_travel_rule_page permission. Shows Travel Rule transaction logs for the customer.
Questionnaires
Visible when questionnaire is in the customer's active_services. Shows questionnaire results.
Service-based sections (AML, Video Calls, Transactions, Questionnaires) appear only when the corresponding service is listed in the customer's active services. The Documents and Travel Rule Transaction Logs sections are controlled by user permissions.