Use the checklist on file
Each still shows the material name and guide lines the user already supplied.
KYC guide set
One still for each named material
Turn user-supplied account-opening material checklist lines into a four-to-eight still pack.
User checklist · One still per material · Session-ready
Install KYC Guide Set and tell me when I need to sign in: https://beatra.ai/skills/kyc-guide-set/install.md
Copy one message to install. Sign in only when asked.
A KYC guide pack a session can hand out
One still per material
Each named material becomes its own still in a four-to-eight pack.
Fit the session
Use the stills as account-opening material graphics, KYC guide stills, or a KYC materials pack.
Material graphics, guide stills, and checklist cards
Account-opening material graphics
Put each supplied guide line on a still the session can show.
KYC guide stills
Give each named material its own guide still for the handout.
Materials checklist cards
Lay the confirmed materials out as a matching checklist pack.
Checklist lines
Start from the materials already on file
Use the exact checklist name and the user-supplied material names and guide lines, then plan one still for each named material.
- Name the checklist exactly
- Reuse the supplied material lines
- Plan one still for each named material
Material still
Turn those lines into a KYC guide pack
Generate one still per named material so the session can show the same lines already on file.
- Keep the wording on the still factual
- One still for one named material
- Review the still against the supplied lines
Questions
- What do I need to start?
- The exact checklist name plus the material names and guide lines already on file.
- Is each material its own still?
- Yes. Each named material becomes one still in a four-to-eight KYC guide pack.
- Where can I use the stills?
- Use them as account-opening material graphics, KYC guide stills, materials checklist cards, or a KYC materials pack.
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Make this KYC guide set
Start from the material names and guide lines you already have.
Install KYC Guide Set and tell me when I need to sign in: https://beatra.ai/skills/kyc-guide-set/install.md