{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/93e21ef7509740a4aaae3059fbde38f1\" frameborder=\"0\" width=\"1334\" height=\"1000\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1000,"width":1334,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1000,"thumbnail_width":1334,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/93e21ef7509740a4aaae3059fbde38f1-e1621f981f43a698.gif","duration":526.656,"title":"Creating and Managing Compliance Profiles for Your Organization","description":"In this video, I walk you through how to review, edit, and create a new compliance profile, which serves as a checklist of requirements for doing business with our company. I emphasize the importance of involving your broker to determine necessary documentation, and I guide you on accessing and modifying existing profiles in the system. I also discuss the tiered approach for categorizing parties based on risk profiles and provide tips for building out your requirements effectively. Please take action by creating or modifying your compliance profiles as needed, ensuring they capture all essential documents clearly. Remember to save your changes as you go!"}