Delete KYC assessments

You can only delete KYC assessments that are in progress and not yet completed.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Select the AML tab. 
  4. On the KYC assessment panel, select Delete.

If you don't see the Delete option, check the status. You cannot delete completed KYC assessments, only those that are in progress.