Custom Fields
Custom fields may be added to your Locations and/or Identities. The entered data is then stored in the CAS database, and increases your Operation’s breadth of record-keeping.
Custom Fields
Name | The User-assigned name of the Field. |
Availability | Identity vs. Location |
Type | How the Field appears in the relevant locations. |
Organization | The owner of the setting. |
Actions: View | View the Custom Field detail. |
Actions: Delete | Delete the Custom Field. You’ll be presented with the following question: Validation whether the custom field contains data will be skipped. This action is irreversible. Data will be lost, and any Custom Field entries will be erased. |
Add a new Custom Field:
Create a new Custom Field
Select either Location or Identity:
“Identity”-type Custom Fields also include a visibility option:
“Visibility - Identity” enables the Custom Field on the respective Identity’s page.
“Visibility - Questionnaire” enables the Custom Field to be used in Questionnaires.
Choose the Type:
Type | Example |
|---|---|
Single Line Text | |
Paragraph Text | |
Radio Button | |
Checkbox | |
Dropdown | |
Image
| |
Selfie | Identity: requests a Selfie during registration. Location: adds a place to attach an image. |
Document*Identity: enables you to upload items (only) and cannot be used to request documents from customers. | |
Date | |
Create a unique internal name.
The internal name is never displayed in CAS, and is for your own reference only. Each one must be unique.
Choose alternate languages (if so desired).
If you support multiple languages on your BATM, then add those languages and manually enter the translations so everyone can understand your questions.
Create a Label.
The label is shown next to the field (in Location or Identity):
Describe the field in Description.
This is shown whenever the nearby help icon is clicked or hovered:
Create a validator (if desired).
Only applies to: Single Line Text and Paragraph Text.
Only Regex expressions are accepted (e.g. “/d” = only decimals can be entered).
For help with Regex expressions, see this useful Java Regex website:
Save it.
Example #1 in Locations
Our Locations (belonging to the same Organization) will now display this on the Custom Fields tab:
Example in Identities
Each “Custom Field” will now appear as an AML/KYC Registration & Authentication option.
Drag it to the Registration list:
Then specify which Custom Field will apply:
Save it (in the AML/KYC setting).
Now this item will appear during Customer registration.