Brazil, Australia, Zurich, Yokohama
Standalone Application
Financial Services Treasury Operations enables financial institutions to onboard and perform due diligence of treasury services. Conditional forms and workflow streamline agents’ work during the application creation, review, and approval stages, eliminating vulnerabilities related to missing information, human error, and delay.
- Flexible and easily extensible data model to support Treasury Services.
- Centrally managed data and document storage, accessible to all teams.
- Single interface displaying set of subscribed treasury products.
- Intelligent workflows that route tasks automatically, including the ability to split cases across teams.
- Playbook for RDC and Wire Transfer product onboarding.
- Single system of action across the enterprise enabling visibility to status and timing.
- Integrations with DocuSign and Adobe.
- Fixed
- Treasury contributors can access treasury tables and actions again. Access rules and UI actions pointed at a renamed role, which had locked contributors out.
- Administrators inherit the app admin role again. Six role-inheritance links that were empty after installation are 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.