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11.0.2
Zurich, Yokohama, Xanadu, Washington DC
Provides a financial services data model that is used in Financial Services Operations workflows. This includes financial accounts, financial product models, financial services, transactions, and insurance policies.
- Adds tables for Financial Accounts, extending the Sold Product category to include Deposits, Loans, Cards, and Investments.
- Adds Financial Models tables extending Product Model: Deposit Models, Loan Models, Card Models, and Investment.
- Adds tables for Financial Transactions: Deposit Transactions, Loan Transactions, Card Transactions, and Investment Transaction.
- Adds access roles for each type of Financial Accounts, Financial Models, and Financial Transactions.
- New
- Orchestration flow that automatically triggers AI-powered document validation, classification, and extraction when Document Verification tasks are submitted
- Flow coordinates document processing by calling Document Processor subflows
- Changed
- Updated task list layout in dispute workspace for better responsive display
Permissions and roles:
- System administrator (admin) role is needed for the installation.