Client Profile

In SDK.finance, a Client’s profile refers to the set of information, attributes and settings that are associated with an individual or entity interacting with the platform. These profiles define the identity, roles, access rights, and specific information about the user within the system. 

There’s a predetermined set of fields within the backend configuration which can be used for Client information. Having access to the source code allows extending and customising the user’s profile fields according to required business logic. 

There’s an option to add some information by the Service User using the Notes functionality. 

In the Back office, Service Users with relevant permissions are able to view and manage the Client’s profiles based on the granted permissions.