Step 2: Anduin configuration wizards

You will encounter a popup wizard that entails multiple steps

1. Introduction

• This is supposed to be a introductory screen. You can name the integration your way and skip to the next step.

2. Authentication

• You can specify your World-Check credentials in this screen
• You can also specify the World-Check group where you want to create a case into

4. Anduin object

• You can specify the Anduin fund which you want to set up the connection with
• You can specify the subscription status that will trigger the check

5. Data template

• You can specify the template which will define the data points to be used for case creation in your World-Check account
  • Anduin standard fields - contain only limited data points which is not recommended for this solution
  • Self-service template - contains as many data points as you desire. You can pick and choose via FundSub dashboard UI. Please refer to this instruction for crafting such template
  • Custom template - contain as many data points as you desire with complex computation as needed. Please help contact us for collaborating and constructing such template

Your connection is all set. Wait until the investor complete the subscription, you will be able to observe the results.