Working with tags

In bronID, tags function as markers to effectively organise your KYC and KYB submissions. These tags may act as unique identifiers for different business elements, such as products, funds, departments or organisational categories. For more intricate classification, you have the option to create nested tags. For example, under a primary 'Products' tag, you can have nested tags for different types of products like 'Remittance', 'Investment', and 'Corporate Trustee'.

Tags can help with things such as:

  • Filter and search the history for verifications from specific customers/products/departments
  • Filter and search for the billing according for specific customers/products/departments
  • Organise your verifications according to your business needs

Creating tags

You can create tags in 2 ways:

  • Through the bronID Portal, or
  • Through the API

Creating tags through the bronID Portal

  • Log in to the bronID Portal.
  • Go to the Settings page by clicking on your profile icon on the top right corner of the page.
  • Go to the tags section.
  • Click on the 'Create new tag' button.

Creating tags through the API

  • Tags are automatically created when you submit a KYC or KYB request with a tag that does not exist yet.

Validation

Allowed characters for tag names are alphanumeric characters, spaces, hyphens, and underscores. The regex for tag names is:

/^([a-zA-Z0-9_-\s]+( >>> [a-zA-Z0-9_-\s]+)*)$/

Editing tags

  • Log in to the bronID Portal.
  • Go to the Settings page by clicking on your profile icon on the top right corner of the page.
  • Go to the tags section.
  • Click on the menu icon (three dots) button next to the tag you want to edit.
  • Click on the 'Edit' button.
  • Edit the tag name or description.

Nested tags

You can create nested tags in 2 ways:

  • Through the bronID Portal, or
  • Through the API

Creating nested tags through the bronID Portal

  • Log in to the bronID Portal.
  • Go to the Settings page by clicking on your profile icon on the top right corner of the page.
  • Go to the tags section.
  • Click on the menu icon (three dots) button next to the tag you want to add a nested tag to.
  • Click on the 'Create nested tag' button.

Creating tags through the API

  • Tags are automatically created when you submit a KYC or KYB request with a tag that does not exist yet.
  • To create a nested tag, simply append the nested tag name to the parent tag name separated by three chevron icons. Make sure you add spaces around the chevron group. For example, Products >>> Remittance.

Deleting tags

Deleting tags can only be done through the bronID Portal. Careful: Deleting a tag will also delete all nested tags under it.

Editing tags on specific verifications

You can edit the tags of a specific verification from the bronID Portal, by editing the verification details from the history page.

For more details, please refer to our Help center article.