0
3.7.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
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
- 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