Project Documents

The Project Documents section displays all the documents that have been added as part of project needs. Predefined documents such as OFAC SDN List, MCC Codes, and Holiday List are the default documents displayed in the work area.  

The default documents are managed by konaAI, but you can customize them to align with your organization’s policies, protocols, and holidays. Keeping your documents up to date is crucial, as changes in policies, vendor risk profiles, and holidays can impact project timelines and outcomes. Using organization-specific information will enhance your project analysis. 

Information such as file name, last updated date, source, enable/disable, comments and edit options are common fields displayed for all documents in the work area.  

Add New Document 

When adding a new document, make it a practice to include document description and connect the document to the associated modules for consistency across project portfolios. New documents can influence your analysis process and by association the date range. 

• To add new documents to the project, click on the document Icon colored in green.  

• Provide the requested information in the pop-up that appears on your screen.  

• Link the document to the required module and click “Save” to upload the document.   

• To edit existing documents, click on the “Edit” button associated with the specific document title, visible on the work area.