The "Update profile on close" feature allows admins to require specific profile fields to be completed when a parallel is reviewed and closed.
This functionality ensures that no important information is missed after a parallel has been completed, even when the required data does not appear in the Parallel form itself.
By prompting users at the moment of closure you will:
Avoid manual follow-up work
Eliminate the need to navigate separately to client profiles
Reduce the risk of leaving mandatory profile fields empty by mistake
¿Why Is This Useful?
In many compliance workflows, key information must be recorded after reviewing a parallel. This information often belongs to the client profile, not the Parallel form.
This feature is especially useful if you need to:
Ensure your compliance team assigns a Risk level to the client profile after reviewing KYC information
Make sure the client is set to the correct status (e.g. Active, Rejected) after KYC analysis
Record the date of the latest KYC in the client profile
Prompting users before the parallel is closed ensures this information is always captured.
Step-by-Step Configuration
This functionality must be configured per template, meaning it needs to be set up in all templates where you want to enforce profile updates on parallel closure.
To configure it, please follow these steps:
Go to the template where you want to configure profile properties to be filled out when closing a Parallel.
Locate a group of questions that is linked to the specific profile you want to update.
Click the engine icon to open the configuration settings for that group.
Find the option “Update profile on close” and click “Add”.
Select the profile properties you want to update when the Parallel is closed.
For each selected property, choose how it should be populated:
Use the answer from another field in the form
The selected profile property will be filled using the answer from an existing parallel field.For example, you could set the status of a UBO to have the same status as its company.
Ask on close
A prompt window will appear when the parallel is being closed, requiring the user to fill in the information.
Close with metadata from the Parallel
The profile property will be automatically filled using Parallel metadata.
Example: Filling the profile property “Last KYC date” with the metadata “Parallel close date.”
Ask on Close
When “Ask on close” is selected:
During the closure process, the user will be required to create or update a profile from the “Associate profiles” window.
Once a profile is created or updated, the system will display an additional prompt window that allows the user to provide the required information, such as "Risk level" or "Client status"
There will be one prompt window for each profile that has questions configured to be filled out on close.
Tip: Automate KYC Refresh Dates
Using this function to automatically record the last KYC review date on the client profile allows you to calculate the next KYC refresh date automatically.
If you are interested in configuring automated KYC refresh dates, please contact the Parallel Support Team for assistance.