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  1. FrankieFinancial
  2. Portal Help

Portal Help

Learn how to use the Frankie portal and get answers to frequently asked questions.

Dashboard

  • Unzipping the All Customer Records Report

Customer Profiles

  • KYC/Personal Info Tab
  • How to update a legacy customer profile to an Entity Profile
  • What is an Entity Profile?
  • Change a customer's Entity Profile

Interpreting Check Results

  • Manually Overriding Biometrics/OCR Results
  • Biometrics and OCR Check Results
  • VEVO Check

Blocklists

  • Adding profiles to the internal watchlist
  • Adding and individual attribute to the internal blocklist
  • Managing your Internal Blocklist
  • What types of profiles and attributes can be added to the blocklist?
  • Add and remove an entire profile from your internal blocklist
  • Resolving a potential blocklist match
See all 8 articles
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