Platform Navigation

Navigating the home page
TABLE OF CONTENTS Overview The toolbar My tasks Cases Marking a case urgent Work through cases from the dashboard Getting help Related articles ...
Thu, 16 Jul, 2026 at 1:21 PM
Navigating the cases page
Summary The 'Cases' page within the First AML platform houses all the cases for your firm. The cases are sorted by default according to the case cr...
Wed, 18 Sep, 2024 at 1:55 PM
Navigating the profiles page
TABLE OF CONTENTS Summary What is a profile? Profile sections breakdown Risk level from Client Risk Assessment Merging profiles Syncing profiles/upda...
Tue, 12 May, 2026 at 10:54 PM