View and edit profile data

You can view and edit profile data via the PassFort portal.

View profile data

Go to a profile and click Profile data > Information. All data about the profile is displayed.

Edit profile data

From the Profile data section

To change the data or add more information from Profile data, click the Edit button and select the type of data.

For individual profiles, you can select from the following data types:

  • Identity: Includes name, date of birth, gender, email address, phone number, customer reference, nationality, and national identity number.
  • Address: Includes country of address, building number, building name, flat number, street, town, city, postal code, and county.
  • Custom fields: Includes the custom fields for your account. Speak to your PassFort account administrator to learn more about these fields.
  • Bank account: Includes country of jurisdiction, type, bank account sort code, bank account number.

For company profiles, you can select from the following data types:

  • Company data: Includes country of incorporation, company name, company number, website, incorporation date, entity type (e.g. sole partnership), shares (publicly traded, private, not known), liability (limited, non-limited, not known), customer reference, Legal Entity Identifier (LEI), and tax codes (tax type and tax ID).
  • Address: Includes type of address (e.g. head office address), country of address, and the rest of the address.
  • Custom fields: Includes the custom fields for your account. Speak to your PassFort account administrator to learn more about these fields.
The following data is displayed in the portal but can only be updated via the API. For individual profiles: Address start date(s) and end date(s), alternative family names, title. For company profiles: Phone number, company description, jurisdiction, and whether the company is active.

When you select a data type, the Edit dialog is displayed.

Add new data or change the existing data as required. If you're editing a company, you can update the company data by using the Search for company option at the top of the dialog.

When you're ready, click Save. The Information under Profile data is updated.

From a task

You can also edit profile data directly from many tasks so you can easily amend a customer's information before running a check again.

To do so, go to the task, click the Edit button, and follow the steps above.

It is not possible to edit data from PEPs, sanctions, and adverse media tasks, associate tasks, the Assess fraud risk task, the Review company filings task, and custom tasks.


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