How do I run a CDD from start to finish?

End-to-end customer due diligence in easyAML follows one flow:

Create the transaction for the matter (Transactions menu, or the dashboard Quick Action).
Add the parties - individuals get a KYC (how), companies and trusts get a KYB with KYCs for their UBOs (how).
Verifications run - each person completes their check on their own phone; PEP, sanctions and adverse-media screening runs automatically.
Review anything flagged - matches and name variances surface as tasks for review (Working with Tasks).
Sign off the transaction to complete the compliance record.

Create the transaction, add the parties, let the verifications and screening run, review any flags, then sign off.