Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Example Consent Configuration for Intermediary Employee Onboarding

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Example Consent Configuration for Intermediary Employee Onboarding

            Mitigate legal risks and make sure 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.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions.
            STep Details
            Create Authorization Form Name: Intermediary Firm Onboarding
            Authorization Form Text

            Name: Intermediary Firm Onboarding

            Locale: English (United States)

            Is Active: True

            Detailed Text: I/We have read and agreed to the Mortgage Terms of Business and Data Protection Agreement with Cumulus Bank plc. You will search at credit reference and fraud prevention agencies who will provide you with publicly held data, including the electoral roll. If I/we give you false or inaccurate information, details may be passed to the credit reference and fraud prevention agencies. You will use the information provided to you by credit reference and fraud prevention agencies to help decide my/our identity and for the prevention and detection of fraud and/or money laundering. When credit reference agencies receive a search from you they will place a search footprint on my/our credit report. This search will not affect my/our ability to gain credit. The information which you provide to the credit reference and fraud prevention agencies may be supplied by the credit reference agencies to other organisations and used by them to do similar checks, debtor tracing and debt collection and account management.

            Use the reference to configure consent for intermediary employee onboarding.

             
            Loading
            Salesforce Help | Article