0
2.6.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Financial Services Know Your Customer provides workflows for the KYC team as part of due diligence for a new or existing customer.
- Manage KYC requests for customers
- Dedicated roles and workspace for KYC managers
- Updated:
- FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
Permissions and roles:
- System administrator (admin) role is needed for the installation