Profiles

In the Profiles section you can view all the profiles opened in your broker.

The following profile characteristics are available in the table:

Name	Description
Profile ID	Profile ID
Name	Profile name
User ID	User ID (not specified for broker profiles)
Created	Profile creation date and time
Status	Profile status (unverified, active, deleted)
Legal type	Profile type (personal or corporate)
Modified	Profile modification date and time
KYC Status	KYC completion status
Expiration time	Expiration time of the KYC questionnaire linked to the profile (if set)

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When logging in for the first time, the Broker sees their own profile pre-set and activated by Unity. The broker's liquidity provider profiles are also pre-set by Unity, but they are not displayed in the broker instance. Only the accounts of its liquidity providers are available for display to the broker (for more information, see the Accounts section).

Liquidity providers provide prices to the broker and execute its orders, i.e., they are the broker's direct counterparties during trading. A liquidity provider in the system can be, for example, another broker, an exchange, an external system, etc.

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Table columns can be customized and dragged to suit the user's needs. To do this, just hold down the cursor on the column and drag it to the desired location in the table. The ⚙ button allows you to adjust the visibility of the filter fields and the order in which they are displayed.

The Filter button allows you to customize the data displayed in the table.

Table columns can be customized and dragged to suit your needs. To do this, just hold down the cursor on the column and drag it to the desired location in the table.

Most of the columns in the table can be ordered in ascending or descending order. To do this, click the button. The button is used to select the visibility of the table fields.⤽ allows you to return all columns to their default values. For your convenience in using this tab, you can duplicate the table with the saved filters by clicking the Duplicate button. Table data can be exported to Excel by clicking the Save as XLS button.

Profile creation

Please note! A client profile can be created by the broker independently. A provider profile can also be created by the broker, but this only makes sense in cases where a bank account or counterparty account will be created for the profile in the future to account for transactions on the OTC market.

The Contract type specified for the profile will further determine the possibility of opening different types of accounts for it.

The Client and Provider type is common for the parent broker (provider) and the child broker (in this case, such a broker acts as a client) and is intended for creating shared accounts between two broker instances. A profile with this contract type can only be created by Unity administrators.

The Provider contract type is created by Unity if the profile is intended for the broker's liquidity provider. More details on this can be found in the Accounts section.

Creating personal profile

To create a personal profile, you need to click on the Create profile button and select the Create personal profile option in the selector.

A window will open for filling in personal profile details:

In the opened window the following fields should be filled:

• User (for which the profile is being created)
• Country of residence
• Country of citizenship

After filling out, click the Create personal profile button.

After clicking it, you will be taken to the profile card where you can activate and configure it.

Click the Activate profile button to activate the profile.

Creating corporate profile

To create a corporate profile, click the Create corporate profile button.

A window for saving backup profile data will open, where you need to fill in:

The following fields must be completed:

Name	Description
Name	profile name
Country	corporate client's registration country
LEI code	corporate identity code (a legal entity must have a unique LEI code for trading assets)
Contract type	contract type (client/provider/client and provider)

Once you have filled in the fields, click the Create corporate profile button.

After clicking the button, the profile card will open, where you can activate and configure it.

You will be taken to the profile card where you can activate it and configure it. Click the Activate corporate profile button to activate the profile.

Profile Card

To view a profile card, click on its ID in the table.