0
3.7.0
Australia, Zurich, Yokohama, Xanadu
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 extendable 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.
- New:
- Added deposit service table as a source for AIS, enabling better data integration and insights.
- 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.