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Intelligent Document Automation for Consent and Disclosures
Manage consent and disclosure documents, generate authorization request forms, and track user responses by using Intelligent Document Automation features.
Consent and disclosure authorizations are important steps in many business processes. Examples of consent documents include annual privacy policies, or disclosure statements about the sharing of financial data.
Consent is the explicit permission granted by a customer to a financial services company in order to perform a specific action on their behalf. A disclosure is any information a financial services company is required by regulations to give to a customer which describes key product functionality, terms, or conditions.
The Intelligent Document Automation data model includes objects that support consent and disclosure management.
| Object Name | Description |
|---|---|
| Authorization Form | Represents a form used to present the appropriate information to a person in order to ask for their consent. |
| Authorization Form Consent | Identifies whether a person consents to an information authorization request form, and captures information about when and how consent was given. |
| Authorization Form Data Use | Defines the forms that can be used to fulfill a data use purpose. |
| Authorization Form Text | Represents the text, or a link to the text, of an authorization form for a specific language and time period. |
| Authorizable Form Request Record | Links a record, such as an account or financial account, to an instance of an authorization form presented to a person for their consent. |
| Data Use Legal Basis | Identifies a regulation or policy that governs consent and disclosure requirements. |
| Data Use Purpose | Defines a reason for collecting consent and disclosure information. |
| Digital Signature | Represents an instance of a person’s signature that’s captured electronically and used to indicate their consent. |
| Info Authorization Request | Represents a request made to a person to consent to one or more authorization forms. |
| Info Authorization Request Form | Represents an instance of an authorization form, including the appropriate text, to be presented to a person for their acknowledgment or consent. |
| Multiparty Information Authorization Request | Tracks a request for multiple parties of authorization on a Data Use Purpose. For example, consent requests to share the required documents to open a joint financial account or share mortgage disclosures to loan applicants (borrower + co-borrower). |
- Configure Intelligent Document Automation for Financial Services Cloud
Configure the Intelligent Document Automation Settings for Authorization and Consent. - Add Data Use Purposes for Consent and Disclosures
Define the business and legal reasons why authorizations and consent are required. - Manage Authorization Form Text Versions
Manage different versions of consent and disclosure authorization form text based on locale and time period. - Generate Consent Authorization Requests
Manage consent and disclosure authorizations from customers alongside the accounts, financial accounts, and other records they pertain to. Generate multiple authorization form requests for a data use purpose. - Gather Consent and Disclosure Authorizations from Customers
Make sure that your customers agree to information disclosure policies before capturing or sharing sensitive data. Monitor consent and disclosure authorization requests provided to users, and track their responses. The process also supports consent on behalf of another person or group.
