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Definition

With custom fields, you can create ad-hoc data input on cases to store information specific to your need.

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Adapt Ondorse to your needs

For example, you can use custom fields to:

• Add references, such as a UID or Unique Identifier, from your internal systems which you can link to a case.
• Add use-case relevant data points, such as charge-back percentages or expected payment volumes, to a case.
• Add any information from your other risk systems, such as transaction monitoring, to a case.

You can use custom fields to create custom KYB questionnaires, which will then feed the risk score of an applicant (e.g. has the customer been subject to a Suspicious Activity Report or any asset freeze measures?)

Add a custom field

To create a custom field for your Ondorse account:

• In your account, navigate to Settings > Custom fields

• Click on Add a custom field

• In the form creation modal, set the basic information:

  • Name: the name of your custom field

  • API field name: the name of the field in Ondorse API and in the Rules engine. Once a custom field is created, its API field name cannot be changed. This API field name is unique: another field with the same API field name can not created.

  • Description: a short description of this field.

  • Type: the type of field. Can be a Text, a Number, Boolean, Dropdown (single and multiple choice), Country (single and multiple choice) or Date.

  • Dropdown values (only for type dropdown): the values that will be displayed in the dropdown. The values can be added, removed and re-ordered.

    

  • This custom field is required: if checked, this custom field will be required when you create a case.

  • Show this custom field in Portal: if checked, this custom field will be displayed in your Ondorse Portal. A custom field that is required must be displayed in Portal. You can customise how this custom field is displayed in Portal when configuring Portal.

    • Condition: you can add a condition to showing this custom field in Portal. The condition can depend on various factors such as legal type, other custom fields etc.. Read more in Conditional enhanced due diligence.

  • Display order in Portal: a number representing the order of appearance in Portal. It allows you to specify a specific order of custom fields in Portal.

• Click on Save

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Required custom field

A required custom field will be required for any future creation of cases and for any edition of past cases.

Edit a custom field

To edit a custom field for your Ondorse account:

• In your account, navigate to Settings > Custom fields
• Identify the custom field you want to edit and click

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API field name cannot be changed

After its creation, a custom field's API field name cannot be changed.

Delete a custom field

To edit a custom field for your Ondorse account:

• In your account, navigate to Settings > Custom fields
• Identify the custom field you want to delete and click
• Confirm the deletion

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Data of deleted custom fields

When deleting a custom field, the data associated to this custom field in the Cases are preserved. When you re-create the field with the same API field name, the associated data will be revived.