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            Disclosure and Consent for Financial Intermediaries

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            Disclosure and Consent for Financial Intermediaries

            Establish compliance during registration by configuring authorization forms and consent text for intermediary partners. Provide transparent terms regarding identity verification and fraud prevention to build trust and meet legal requirements.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions.

            Disclosure is information that a financial institution is required to share with intermediaries and consent is the permission intermediary grants to perform actions on their behalf. Intermediary firms and their employees provide consent to regulatory and confidentiality terms during onboarding. The Disclosure and Consent framework uses authorization forms to capture and track these agreements within the Financial Intermediary Portal.

            The Authorization Form object represents the form used to disclose information to a customer and ask for their consent and the Data Use Purpose object defines the reason for collecting consent and disclosure information.

            Learn more about the key features of Disclosures and Consent.

            • Example Consent Configuration for Intermediary Firm Onboarding
              Require intermediary firms to acknowledge data protection agreements and credit search disclosures before they submit applications.
            • Example Consent Configuration for Intermediary Employee Onboarding
              Mitigate legal risks and ensure that every staff member operates within the governed framework of your financial institution's confidentiality and compliance standards. Authorization forms and data use purposes capture consent from intermediary employees for regulatory and confidentiality terms during onboarding. These records track employee agreements for data protection, conflict of interest, and legal compliance policies.
             
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