Clients using ComplyAdvantage can now opt to send them the PassFort customer reference field.

Customer reference is a profile field that lets you store an internal ID for your customer within PassFort. ComplyAdvantage refers to this field as the client reference. This reference can be used within the data provider’s own systems for actions such as searching, whitelisting, and tracking searches.

You can find out more in our help documentation.

Limitations

ComplyAdvantage only supports client reference fields that are:

• 255 characters or less
• Only contain the following character types:
  • Alphanumeric characters
  • Spaces
  • Hyphens
  • Underscores

PassFort does not update its customer reference if the corresponding client reference is updated in ComplyAdvantage, nor does PassFort backfill any missing customer reference entries that may be set in ComplyAdvantage.

How to configure

The Send customer reference checkbox must be enabled on the ComplyAdvantage data provider configuration screen.

If you’d like us to set this up for you, contact us.