R-Desktop : Working with the Book of Business : Account Portfolio : Account KYC Aging
Account KYC Aging
This feature displays a graph displaying the number of active KYCs about to expire. “Expiry” occurs one year after the KYC's effective date. The graph has two axes—Number of KYCs and Days until expiry—and will be presented as follows, with columns described in the order they are to appear from left to right on the graph:
• 1st Column on Graph - Accounts with no KYC
• 2nd Column on Graph - Accounts with KYC older than 1 year
• 3rd Column on Graph - KYC within 30 days of expiry
• 4th Column on Graph - KYC 31 - 60 days until expiry
• 5th Column on Graph - KYC 61 - 120 days until expiry
• 6th Column of Graph - KYC 121 - 364 days until expiry
To view the Account KYC Aging graph 
1. Follow the procedure Accessing the Book of Business.
2. Select Account KYC Aging from the Book of Business list. The Account KYC Aging appears.
3. To view accounts that meet a specific criteria, click a link in the Days of Expiry column. For example, if 0-30 is clicked, R•Desktop will initiate a search for those accounts that have KYCs that are set to reach a year in age anywhere from 0-30 days from the current system date.