Brazil, Australia, Zurich, Yokohama
Standalone Application
Financial Services Business Lifecycle enables financial institutions to shorten their time to revenue for new accounts and respond to events that affect account contacts and KYC (Know Your Customer) over time.
With an intelligent workflow that includes rulesets, playbooks, and agent workspaces, each team member can deliver an efficient, consistent, and compliant experience.
Note: This solution is BIAN compliant, enabling inter-operability with other BIAN based tools.
- Workflow that unifies the lifecycle-related processes across the front, middle, and back office teams
- Variable forms that reinforce the requirements of each lifecycle event
- Agent workspace and playbook experience
- Service definitions to enable reuse of a client contact when boarding additional services
- Fixed
- The Manager role inherits the Performance Analytics viewer role again, so managers can see the analytics dashboards. The role-inheritance link that was empty after installation is now restored.
Reference: PRB2099678
Not applicable for this application version. For more information, please see
Application Runtime Policy
Permissions and roles:
- System administrator (admin) role is needed for the installation.