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3.3.0
Yokohama, Xanadu, Washington DC, Vancouver
Financial Services Client Lifecycle enables financial institutions to shorten their time to revenue for new accounts and respond to other events that affect Know Your Customer (KYC) over time. With an intelligent workflow that includes rulesets, playbooks, and agent workspaces, each team member can contribute to an efficient, consistent, and compliant process.
Note: This solution is BIAN compliant, enabling inter-operability with other BIAN-based tools.
- Workflow that unifies the lifecycle operations processes across the front, middle, and back-office teams
- Variable forms that reinforce the conditional requirements of each lifecycle event
- Agent workspace and playbook experience
- New
- Added scope flow executor role to subflows
Permissions and roles:
- System administrator (admin) role is needed for the installation