Balanced Exchange Framework · Framework Version 1.0 · 2026-08-22
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ANNEX J - KYC / IDENTITY ASSURANCE CONTROL MATRIX

Annex J translates P21 into the implementation profile for the current Being KYC upgrade. Technical values are implementation defaults and may be replaced by a regulator-approved or independently validated equivalent without changing the P21 control objective.

Control

Implementation profile v1

Public / private

Regulatory gate

Session binding

Fresh signed challenge/NIP-98; nonce/TTL/anti-replay; one active process; rate limits.

Private metadata

Mandatory before capture.

Document capture

Direct raw upload; high-resolution MRZ/VIZ; no public media URL; TD1/TD3 v1.

Strictly private

Accepted document list + fallback required.

MRZ/VIZ

Deterministic OCR/extraction + ICAO check digits + VIZ cross-check; LLM advisory only.

Private

Checksums are integrity, not authenticity.

Document authenticity

Risk signals + certified/eID/vendor seam.

Private

Independent validation before CASP production.

Face match

Local 1:1 embeddings; calibrated thresholds; grey zone retry/review.

Biometric private

DPIA + performance/bias testing.

Liveness/PAD

Random challenge + server timing + optional low-risk illumination nonce; multi-signal PAD.

Biometric private

Do not claim replay-proof; test/deploy vendor seam.

Screening

Sanctions + PEP local dataset; multilingual fuzzy/identifier matching; human candidate review.

Private

Commercial data licence + PEP/EDD workflow.

Decision

Automatic IDENTITY-VERIFIED allowed; separate CDD-PENDING -> human safeguarded decision where required.

Private decision

AMLR Article 76(5) readiness / GDPR Article 22.

Storage

Encrypted fields + sealed archive; no PII in logs; controlled break-glass retrieval.

Private

Article 77/current-law retention and retrievability.

Document fingerprint

HMAC of normalized issuer/country/type/number; raw number encrypted.

Private

Duplicate detection without public/plain hash.

Public attestation

37105: person, verified/revoked, method, version, times, authority; no document/biometric/screening data.

Public minimal

Trusted authority signature + expiry/revocation.

Public photo

Separate user-selected profile photo, not KYC selfie; separate consent.

Optional public

Not a condition of regulatory KYC.

Ongoing KYC

Daily/event-driven screening update; expiry/review reminders; transaction-monitoring handoff.

Private

KYC is ongoing, not perpetual badge.

Travel Rule

37105 identity evidence + separate wallet ownership/control proof when TFR requires.

Mixed/minimal

P17/TFR implementation remains separate.

KYB

Separate corporate/UBO/representative flow.

Private

HOLD for legal-person clients until implemented.

UK deployment legal basis

Reuse technical identity pipeline only with UK-specific CDD decisioning and privacy mapping.

Private; public 37105 remains minimal

UK MLR/FCA + UK GDPR/DPA 2018 + DPIA + biometric Article 9 condition; CP-38

U.S. deployment identity/biometric

Reuse P21 pipeline only after state privacy/biometric + OFAC/tax/obliged-entity mapping; KYB for B2B.

Private; public attestation minimal

CP-48/49; state-specific consent/retention/human-review