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Get Started With Integrated Onboarding for Financial Services Cloud
The Discovery Framework feature lets you create and manage assessment questions, surface digital assessments, and collect information for onboarding customers. You can use the Know Your Customer (KYC) data model to validate prospect information and assign a risk rating. By using the Data Consumption Framework, you can also easily set up integrations with third-party providers for assessing risk and for screening.
Use these resources to learn about the features and plan your implementation—there’s no need to set things up just yet. Plan to spend some time exploring the links on this page.
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