[{"data":1,"prerenderedAt":637},["ShallowReactive",2],{"navigation":3,"\u002Fpages\u002Fproposals-proposalid-control-compliance":456,"\u002Fpages\u002Fproposals-proposalid-control-compliance-surround":633},[4,434,443],{"title":5,"path":6,"stem":7,"children":8,"page":433},"Pages","\u002Fpages","1.pages",[9,13,17,21,25,29,33,37,41,45,49,53,57,61,65,69,73,77,81,85,89,93,97,101,105,109,113,117,121,125,129,133,137,141,145,149,153,157,161,165,169,173,177,181,185,189,193,197,201,205,209,213,217,221,225,229,233,237,241,245,249,253,257,261,265,269,273,277,281,285,289,293,297,301,305,309,313,317,321,325,329,333,337,341,345,349,353,357,361,365,369,373,377,381,385,389,393,397,401,405,409,413,417,421,425,429],{"title":10,"path":11,"stem":12},"Accueil","\u002Fpages\u002Faccueil","1.pages\u002Faccueil",{"title":14,"path":15,"stem":16},"Agrégation Général","\u002Fpages\u002Faggregation","1.pages\u002Faggregation",{"title":18,"path":19,"stem":20},"Agrégation Bancaire","\u002Fpages\u002Faggregation-banking","1.pages\u002Faggregation-banking",{"title":22,"path":23,"stem":24},"Agrégation Contrats","\u002Fpages\u002Faggregation-contracts","1.pages\u002Faggregation-contracts",{"title":26,"path":27,"stem":28},"Agrégation Assurance","\u002Fpages\u002Faggregation-insurance","1.pages\u002Faggregation-insurance",{"title":30,"path":31,"stem":32},"Agrégation Produits Cotés","\u002Fpages\u002Faggregation-listed-products","1.pages\u002Faggregation-listed-products",{"title":34,"path":35,"stem":36},"Agrégation Orphelins","\u002Fpages\u002Faggregation-orphans","1.pages\u002Faggregation-orphans",{"title":38,"path":39,"stem":40},"Agrégation Partenaires","\u002Fpages\u002Faggregation-partners","1.pages\u002Faggregation-partners",{"title":42,"path":43,"stem":44},"Agrégation Immobilier","\u002Fpages\u002Faggregation-real-estate","1.pages\u002Faggregation-real-estate",{"title":46,"path":47,"stem":48},"Agrégation Compte Titre","\u002Fpages\u002Faggregation-securities-account","1.pages\u002Faggregation-securities-account",{"title":50,"path":51,"stem":52},"Agrégation Produits Non Cotés","\u002Fpages\u002Faggregation-unlisted-products","1.pages\u002Faggregation-unlisted-products",{"title":54,"path":55,"stem":56},"Agrégation Météo","\u002Fpages\u002Faggregation-weather","1.pages\u002Faggregation-weather",{"title":58,"path":59,"stem":60},"Catalogue","\u002Fpages\u002Fcatalog","1.pages\u002Fcatalog",{"title":62,"path":63,"stem":64},"Catalogue Index Contrats","\u002Fpages\u002Fcatalog-envelopes","1.pages\u002Fcatalog-envelopes",{"title":66,"path":67,"stem":68},"Catalogue Contrat","\u002Fpages\u002Fcatalog-envelopes-envelopeid","1.pages\u002Fcatalog-envelopes-envelopeid",{"title":70,"path":71,"stem":72},"Catalogue Index Partenaires","\u002Fpages\u002Fcatalog-partners","1.pages\u002Fcatalog-partners",{"title":74,"path":75,"stem":76},"Catalogue Partenaire","\u002Fpages\u002Fcatalog-partners-partnerid","1.pages\u002Fcatalog-partners-partnerid",{"title":78,"path":79,"stem":80},"Catalogue Index Produits","\u002Fpages\u002Fcatalog-products","1.pages\u002Fcatalog-products",{"title":82,"path":83,"stem":84},"Catalogue Produit","\u002Fpages\u002Fcatalog-products-productid","1.pages\u002Fcatalog-products-productid",{"title":86,"path":87,"stem":88},"Index Clients","\u002Fpages\u002Fclients","1.pages\u002Fclients",{"title":90,"path":91,"stem":92},"Client Admin","\u002Fpages\u002Fclients-clientid-admin","1.pages\u002Fclients-clientid-admin",{"title":94,"path":95,"stem":96},"Client Agrégation","\u002Fpages\u002Fclients-clientid-aggregation","1.pages\u002Fclients-clientid-aggregation",{"title":98,"path":99,"stem":100},"Client Conformité","\u002Fpages\u002Fclients-clientid-compliance","1.pages\u002Fclients-clientid-compliance",{"title":102,"path":103,"stem":104},"Client Placements","\u002Fpages\u002Fclients-clientid-contracts","1.pages\u002Fclients-clientid-contracts",{"title":106,"path":107,"stem":108},"Client Drive","\u002Fpages\u002Fclients-clientid-drive","1.pages\u002Fclients-clientid-drive",{"title":110,"path":111,"stem":112},"Client Propositions","\u002Fpages\u002Fclients-clientid-proposals","1.pages\u002Fclients-clientid-proposals",{"title":114,"path":115,"stem":116},"Client QCF","\u002Fpages\u002Fclients-clientid-qcf","1.pages\u002Fclients-clientid-qcf",{"title":118,"path":119,"stem":120},"Client QCF Détaillé","\u002Fpages\u002Fclients-clientid-qcf-qcfformid","1.pages\u002Fclients-clientid-qcf-qcfformid",{"title":122,"path":123,"stem":124},"Client QPR","\u002Fpages\u002Fclients-clientid-qpr","1.pages\u002Fclients-clientid-qpr",{"title":126,"path":127,"stem":128},"Client QPR Détaillé","\u002Fpages\u002Fclients-clientid-qpr-qprformid","1.pages\u002Fclients-clientid-qpr-qprformid",{"title":130,"path":131,"stem":132},"Client Données","\u002Fpages\u002Fclients-clientid-sheet","1.pages\u002Fclients-clientid-sheet",{"title":134,"path":135,"stem":136},"Client Signatures","\u002Fpages\u002Fclients-clientid-signatures","1.pages\u002Fclients-clientid-signatures",{"title":138,"path":139,"stem":140},"Index Placements","\u002Fpages\u002Fcontracts","1.pages\u002Fcontracts",{"title":142,"path":143,"stem":144},"Placement Général","\u002Fpages\u002Fcontracts-contractid","1.pages\u002Fcontracts-contractid",{"title":146,"path":147,"stem":148},"Placement Admin","\u002Fpages\u002Fcontracts-contractid-admin","1.pages\u002Fcontracts-contractid-admin",{"title":150,"path":151,"stem":152},"Index Contrats","\u002Fpages\u002Fenvelopes","1.pages\u002Fenvelopes",{"title":154,"path":155,"stem":156},"Contrat Général","\u002Fpages\u002Fenvelopes-envelopeid","1.pages\u002Fenvelopes-envelopeid",{"title":158,"path":159,"stem":160},"Contrat Admin","\u002Fpages\u002Fenvelopes-envelopeid-admin","1.pages\u002Fenvelopes-envelopeid-admin",{"title":162,"path":163,"stem":164},"Contrat Documents","\u002Fpages\u002Fenvelopes-envelopeid-documents","1.pages\u002Fenvelopes-envelopeid-documents",{"title":166,"path":167,"stem":168},"Contrat Images","\u002Fpages\u002Fenvelopes-envelopeid-images","1.pages\u002Fenvelopes-envelopeid-images",{"title":170,"path":171,"stem":172},"Contrat KYC","\u002Fpages\u002Fenvelopes-envelopeid-kyc","1.pages\u002Fenvelopes-envelopeid-kyc",{"title":174,"path":175,"stem":176},"Contrat Produits","\u002Fpages\u002Fenvelopes-envelopeid-products","1.pages\u002Fenvelopes-envelopeid-products",{"title":178,"path":179,"stem":180},"Contrat Caractéristiques","\u002Fpages\u002Fenvelopes-envelopeid-sheet","1.pages\u002Fenvelopes-envelopeid-sheet",{"title":182,"path":183,"stem":184},"Index Séries","\u002Fpages\u002Findices","1.pages\u002Findices",{"title":186,"path":187,"stem":188},"Série Général","\u002Fpages\u002Findices-indiceid","1.pages\u002Findices-indiceid",{"title":190,"path":191,"stem":192},"Série Admin","\u002Fpages\u002Findices-indiceid-admin","1.pages\u002Findices-indiceid-admin",{"title":194,"path":195,"stem":196},"Index Émetteurs","\u002Fpages\u002Fissuers","1.pages\u002Fissuers",{"title":198,"path":199,"stem":200},"Émetteur Général","\u002Fpages\u002Fissuers-issuerid","1.pages\u002Fissuers-issuerid",{"title":202,"path":203,"stem":204},"Émetteur Admin","\u002Fpages\u002Fissuers-issuerid-admin","1.pages\u002Fissuers-issuerid-admin",{"title":206,"path":207,"stem":208},"Connexion","\u002Fpages\u002Flogin","1.pages\u002Flogin",{"title":210,"path":211,"stem":212},"Index Partenaires","\u002Fpages\u002Fpartners","1.pages\u002Fpartners",{"title":214,"path":215,"stem":216},"Partenaire Admin","\u002Fpages\u002Fpartners-partenerid-admin","1.pages\u002Fpartners-partenerid-admin",{"title":218,"path":219,"stem":220},"Partenaire Général","\u002Fpages\u002Fpartners-partnerid","1.pages\u002Fpartners-partnerid",{"title":222,"path":223,"stem":224},"Partenaire Contacts","\u002Fpages\u002Fpartners-partnerid-contacts","1.pages\u002Fpartners-partnerid-contacts",{"title":226,"path":227,"stem":228},"Partenaire Contact","\u002Fpages\u002Fpartners-partnerid-contacts-partnercontactid","1.pages\u002Fpartners-partnerid-contacts-partnercontactid",{"title":230,"path":231,"stem":232},"Partenaire Images","\u002Fpages\u002Fpartners-partnerid-images","1.pages\u002Fpartners-partnerid-images",{"title":234,"path":235,"stem":236},"Contrat PENELOP Général","\u002Fpages\u002Fpenelop-contracts-penelopcontractid","1.pages\u002Fpenelop-contracts-penelopcontractid",{"title":238,"path":239,"stem":240},"Contrat PENELOP Admin","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-admin","1.pages\u002Fpenelop-contracts-penelopcontractid-admin",{"title":242,"path":243,"stem":244},"Contrat PENELOP Rapprochement","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-bind","1.pages\u002Fpenelop-contracts-penelopcontractid-bind",{"title":246,"path":247,"stem":248},"Contrat PENELOP Évènements","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-events","1.pages\u002Fpenelop-contracts-penelopcontractid-events",{"title":250,"path":251,"stem":252},"Contrat PENELOP Personnes","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-people","1.pages\u002Fpenelop-contracts-penelopcontractid-people",{"title":254,"path":255,"stem":256},"Contrat PENELOP Positions","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-positions","1.pages\u002Fpenelop-contracts-penelopcontractid-positions",{"title":258,"path":259,"stem":260},"Contrat PENELOP Supports","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-supports","1.pages\u002Fpenelop-contracts-penelopcontractid-supports",{"title":262,"path":263,"stem":264},"Index Produits","\u002Fpages\u002Fproducts","1.pages\u002Fproducts",{"title":266,"path":267,"stem":268},"Produit Général","\u002Fpages\u002Fproducts-productid","1.pages\u002Fproducts-productid",{"title":270,"path":271,"stem":272},"Produit Admin","\u002Fpages\u002Fproducts-productid-admin","1.pages\u002Fproducts-productid-admin",{"title":274,"path":275,"stem":276},"Produit Documents","\u002Fpages\u002Fproducts-productid-documents","1.pages\u002Fproducts-productid-documents",{"title":278,"path":279,"stem":280},"Produit Images","\u002Fpages\u002Fproducts-productid-images","1.pages\u002Fproducts-productid-images",{"title":282,"path":283,"stem":284},"Produit KYC","\u002Fpages\u002Fproducts-productid-kyc","1.pages\u002Fproducts-productid-kyc",{"title":286,"path":287,"stem":288},"Produit Caractéristiques","\u002Fpages\u002Fproducts-productid-sheet","1.pages\u002Fproducts-productid-sheet",{"title":290,"path":291,"stem":292},"Produit Marché Cible","\u002Fpages\u002Fproducts-productid-target","1.pages\u002Fproducts-productid-target",{"title":294,"path":295,"stem":296},"Index Propositions","\u002Fpages\u002Fproposals","1.pages\u002Fproposals",{"title":298,"path":299,"stem":300},"Proposition Général","\u002Fpages\u002Fproposals-proposalid","1.pages\u002Fproposals-proposalid",{"title":302,"path":303,"stem":304},"Proposition Admin","\u002Fpages\u002Fproposals-proposalid-admin","1.pages\u002Fproposals-proposalid-admin",{"title":306,"path":307,"stem":308},"Proposition Chat","\u002Fpages\u002Fproposals-proposalid-chat","1.pages\u002Fproposals-proposalid-chat",{"title":310,"path":311,"stem":312},"Proposition Conformité","\u002Fpages\u002Fproposals-proposalid-compliance","1.pages\u002Fproposals-proposalid-compliance",{"title":314,"path":315,"stem":316},"Proposition Contrôle Conformité","\u002Fpages\u002Fproposals-proposalid-control-compliance","1.pages\u002Fproposals-proposalid-control-compliance",{"title":318,"path":319,"stem":320},"Proposition Contrôle KYC","\u002Fpages\u002Fproposals-proposalid-control-kyc","1.pages\u002Fproposals-proposalid-control-kyc",{"title":322,"path":323,"stem":324},"Proposition Contrôle Souscription","\u002Fpages\u002Fproposals-proposalid-control-subscription","1.pages\u002Fproposals-proposalid-control-subscription",{"title":326,"path":327,"stem":328},"Proposition Documents","\u002Fpages\u002Fproposals-proposalid-documents","1.pages\u002Fproposals-proposalid-documents",{"title":330,"path":331,"stem":332},"Proposition Historique","\u002Fpages\u002Fproposals-proposalid-history","1.pages\u002Fproposals-proposalid-history",{"title":334,"path":335,"stem":336},"Proposition KYC","\u002Fpages\u002Fproposals-proposalid-kyc","1.pages\u002Fproposals-proposalid-kyc",{"title":338,"path":339,"stem":340},"Proposition MER","\u002Fpages\u002Fproposals-proposalid-mer","1.pages\u002Fproposals-proposalid-mer",{"title":342,"path":343,"stem":344},"Proposition Produit Structuré","\u002Fpages\u002Fproposals-proposalid-product","1.pages\u002Fproposals-proposalid-product",{"title":346,"path":347,"stem":348},"Proposition Signatures","\u002Fpages\u002Fproposals-proposalid-signatures","1.pages\u002Fproposals-proposalid-signatures",{"title":350,"path":351,"stem":352},"Proposition Souscription","\u002Fpages\u002Fproposals-proposalid-subscription","1.pages\u002Fproposals-proposalid-subscription",{"title":354,"path":355,"stem":356},"Index Entités De Référence","\u002Fpages\u002Freference-entities","1.pages\u002Freference-entities",{"title":358,"path":359,"stem":360},"Entité De Référence Général","\u002Fpages\u002Freference-entities-referenceentityid","1.pages\u002Freference-entities-referenceentityid",{"title":362,"path":363,"stem":364},"Entité De Référence Admin","\u002Fpages\u002Freference-entities-referenceentityid-admin","1.pages\u002Freference-entities-referenceentityid-admin",{"title":366,"path":367,"stem":368},"Index Obligations","\u002Fpages\u002Frepack-bonds","1.pages\u002Frepack-bonds",{"title":370,"path":371,"stem":372},"Obligation Général","\u002Fpages\u002Frepack-bonds-repackbondid","1.pages\u002Frepack-bonds-repackbondid",{"title":374,"path":375,"stem":376},"Obligation Admin","\u002Fpages\u002Frepack-bonds-repackbondid-admin","1.pages\u002Frepack-bonds-repackbondid-admin",{"title":378,"path":379,"stem":380},"Paramètres Général","\u002Fpages\u002Fsettings","1.pages\u002Fsettings",{"title":382,"path":383,"stem":384},"Paramètres Notifications","\u002Fpages\u002Fsettings-notifications","1.pages\u002Fsettings-notifications",{"title":386,"path":387,"stem":388},"Signatures","\u002Fpages\u002Fsignatures","1.pages\u002Fsignatures",{"title":390,"path":391,"stem":392},"Signature","\u002Fpages\u002Fsignatures-signatureid","1.pages\u002Fsignatures-signatureid",{"title":394,"path":395,"stem":396},"Index Actions","\u002Fpages\u002Fstocks","1.pages\u002Fstocks",{"title":398,"path":399,"stem":400},"Action Général","\u002Fpages\u002Fstocks-stockid","1.pages\u002Fstocks-stockid",{"title":402,"path":403,"stem":404},"Action Admin","\u002Fpages\u002Fstocks-stockid-admin","1.pages\u002Fstocks-stockid-admin",{"title":406,"path":407,"stem":408},"Action Dividendes","\u002Fpages\u002Fstocks-stockid-dividends","1.pages\u002Fstocks-stockid-dividends",{"title":410,"path":411,"stem":412},"Index Sous-jacents","\u002Fpages\u002Funderlyings","1.pages\u002Funderlyings",{"title":414,"path":415,"stem":416},"Sous-jacent Général","\u002Fpages\u002Funderlyings-underlyingid","1.pages\u002Funderlyings-underlyingid",{"title":418,"path":419,"stem":420},"Sous-jacent Admin","\u002Fpages\u002Funderlyings-underlyingid-admin","1.pages\u002Funderlyings-underlyingid-admin",{"title":422,"path":423,"stem":424},"Index Utilisateurs","\u002Fpages\u002Fusers","1.pages\u002Fusers",{"title":426,"path":427,"stem":428},"Utilisateur Général","\u002Fpages\u002Fusers-userid","1.pages\u002Fusers-userid",{"title":430,"path":431,"stem":432},"Utilisateur Activité","\u002Fpages\u002Fusers-userid-activity","1.pages\u002Fusers-userid-activity",false,{"title":435,"path":436,"stem":437,"children":438,"page":433},"Fonctionnalites","\u002Ffonctionnalites","2.fonctionnalités",[439],{"title":440,"path":441,"stem":442},"Notifications","\u002Ffonctionnalites\u002Fnotifications","2.fonctionnalités\u002Fnotifications",{"title":444,"path":445,"stem":446,"children":447,"page":433},"Autres","\u002Fautres","3.autres",[448,452],{"title":449,"path":450,"stem":451},"Remplissage des documents de souscription","\u002Fautres\u002Fdocuments-souscription","3.autres\u002Fdocuments-souscription",{"title":453,"path":454,"stem":455},"FAQ (Foire aux questions)","\u002Fautres\u002Ffaq","3.autres\u002Ffaq",{"id":457,"title":314,"body":458,"description":627,"extension":628,"meta":629,"navigation":630,"path":315,"seo":631,"stem":316,"__hash__":632},"docs\u002F1.pages\u002Fproposals-proposalid-control-compliance.md",{"type":459,"value":460,"toc":617},"minimark",[461,465,471,476,484,502,506,509,529,532,536,543,545,552,555,558,561,564,571,575,581,588,591,597,603,606,610],[462,463,464],"p",{},"L'onglet \"Contrôle\" permet à la DirOps de contrôler les documents ajoutés par le Sales.",[466,467,468],"blockquote",{},[462,469,470],{},"L'onglet \"Contrôle\" n'est pas accessible aux Sales.",[472,473,475],"h2",{"id":474},"filtres-les-contrôles","Filtres les contrôles",[462,477,478,479,483],{},"Le coin supérieur gauche de l'onglet \"Contrôle\" vous permet de ",[480,481,482],"strong",{},"filtrer vos contrôles"," selon plusieurs critères :",[485,486,487,495],"ul",{},[488,489,490,491,494],"li",{},"Les ",[480,492,493],{},"Types de documents",", permettant de filtrer vos contrôles selon le type de document.",[488,496,497,498,501],{},"Le ",[480,499,500],{},"Statut",", afin de filtrer vos contrôles selon son statut. Par défaut, le statut est celui de \"En attente de validation\".",[472,503,505],{"id":504},"organisation-de-longlet-contrôle","Organisation de l'onglet \"Contrôle\"",[462,507,508],{},"Tous vos contrôles référencés dans l'onglet \"Contrôle\" sont organisés selon :",[485,510,511,518,524],{},[488,512,513,514,517],{},"Leurs ",[480,515,516],{},"Noms",", du document ajouté par le Sales.",[488,519,497,520,523],{},[480,521,522],{},"Créateur",", qui a ajouté le document de souscription.",[488,525,497,526,528],{},[480,527,500],{},", permettant de savoir si le document est à contrôler ou non.",[462,530,531],{},"Vous pouvez consulter le document en cliquant sur l'icône œil ou le télécharger en cliquant sur l'icône télécharger.",[472,533,535],{"id":534},"le-contrôle-dun-document","Le contrôle d'un document",[462,537,538,539,542],{},"Pour ",[480,540,541],{},"contrôler un document",", cliquez sur le document à contrôler.",[462,544,531],{},[462,546,547,548,551],{},"La section \"Validation DirOps\" vous permet ",[480,549,550],{},"de valider ou de rejeter un document",".",[462,553,554],{},"La section \"Date d'expiration\" vous permet de planifier une date d'expiration pour le document.",[462,556,557],{},"La section \"Conformité\" vous indique la nature du document.",[462,559,560],{},"La section \"Signature électronique\" vous indique si une signature est intervenue sur le document.",[462,562,563],{},"La section \"Crée par\" vous permet de connaître la personne à l'origine de la création d document.",[462,565,566,567,570],{},"Enfin, une section \"Message\" vous permet de ",[480,568,569],{},"rajouter un commentaire"," à votre validation ou à votre refus. Cliquez sur \"Enregistrer\" une fois votre commentaire complété.",[472,572,574],{"id":573},"valider-ou-rejeter-un-type-de-justificatif-kyc","Valider ou rejeter un type de justificatif KYC",[462,576,538,577,580],{},[480,578,579],{},"valider un type de justificatif"," une fois les documents de ce type de justificatif contrôlés, vous pouvez cliquer sur le bouton \"KYC\" situé dans le coin supérieur droit.\nCliquez ensuite sur l'icône étiquette afin de valider, rejeter ou mettre en attente un type de justificatif.",[462,582,583,584,587],{},"Vous pouvez ",[480,585,586],{},"retirer un document normalement requis"," en cliquant sur le toggle à gauche du document.",[462,589,590],{},"Un élément visuel avant le titre de votre document vous permet de connaître son statut.",[462,592,583,593,596],{},[480,594,595],{},"commenter un type de justificatif"," en cliquant sur l'icône message. Le Sales pourra consulter votre message.",[462,598,583,599,602],{},[480,600,601],{},"ajouter dans la proposition des documents KYC du même type",", validés lors des précédentes propositions, en cliquant sur l'icône en forme de cercle avec des flèches.",[462,604,605],{},"Vous ajouter un document KYC en cliquant sur le bouton \"Ajouter\".",[472,607,609],{"id":608},"ajouter-un-document-de-souscription","Ajouter un document de souscription",[462,611,612,613,616],{},"Afin d'",[480,614,615],{},"ajouter un document de souscription",", cliquez sur le bouton \"Souscription\", situé dans le coin supérieur droit. Puis cliquez sur \"Ajouter\", à droite du document requis.",{"title":618,"searchDepth":619,"depth":620,"links":621},"",1,2,[622,623,624,625,626],{"id":474,"depth":620,"text":475},{"id":504,"depth":620,"text":505},{"id":534,"depth":620,"text":535},{"id":573,"depth":620,"text":574},{"id":608,"depth":620,"text":609},"L'onglet \"Contrôle\" permet à la DPSI de contrôler les documents de la proposition.","md",{},true,{"title":314,"description":627},"h5WuS13DH5swKPbUer_1159QwvQMzDtL-Ki4RoZtK7k",[634,636],{"title":310,"path":311,"stem":312,"description":635,"children":-1},"L'onglet \"Conformité\" permet à la DPSI d'ajouter une alerte conformité.",{"title":318,"path":319,"stem":320,"description":627,"children":-1},1787748015905]