This dialog is launched when the Previous Details button is selected on the Client KYC Overview screen, as described in the previous section. The dialog allows the ability to display the previous net worth values for an existing client KYC record if the field types have changed for any of the net worth fields.

For example:

The Assets (liquid, fixed), total net worth field type is changed in R•Broker Administrator, from Range to Input on 03/10/2021 with an effective date of 04/15/2021. The Annual income field type is Range and is not changed.

The existing client KYC record has an effective date of 09/28/2019 and the record is being updated on 04/28/2021.

The Previous Details button is enabled and the Previous Net Worth Details dialog is launched to display the existing net worth values where the Liquid assets, Fixed assets and Total net worth fields are the range values. The New Net Worth Values are enabled where the operator must enter the Liquid assets, Fixed assets and Total net worth input values.

Since the Annual income field type remains as a Range, the field is disabled and displays the existing range value on the Previous Net Worth Details dialog and it is enabled and defaulted to the existing range value on the Client KYC Overview screen. The operator has the ability to maintain or change the Annual income for the updated client KYC record.