Where to start
Agency Governance → AML / KYC Intake
Before you begin
Confirm the subject and use the permissions assigned for this sensitive information.
Follow these steps
- Select the intended person or organisation and document type.
- Upload the relevant evidence through the intake.
- Compare extracted identity details with the source documents.
- Record the authorised review and any required manual checks.
- Generate or send the permitted outcome only after verification, then inspect the saved record.
Check the result
The evidence, subject and decision should agree, with a clear audit entry.
If something does not look right
Automated extraction and risk information need human review. Resolve mismatched identities before approving or notifying anyone.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Understand the compliance workspace
- Build an audit pack that tells a clear story
- Track gas safety evidence
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.