Disponible en: Lightning Experience en Professional Edition, Enterprise Edition y Unlimited Edition.
La revelaciĆ³n es informaciĆ³n que una instituciĆ³n financiera estĆ” obligada a compartir con intermediarios y el consentimiento es el permiso que otorga el intermediario para realizar acciones en su nombre. Las firmas intermediarias y sus empleados proporcionan el consentimiento para las condiciones reguladoras y de confidencialidad durante la incorporaciĆ³n. El marco de trabajo RevelaciĆ³n y consentimiento utiliza formularios de autorizaciĆ³n para capturar y realizar un seguimiento de estos acuerdos en el Portal de intermediarios financieros.
El objeto Formulario de autorizaciĆ³n representa el formulario utilizado para revelar informaciĆ³n a un cliente y solicitar su consentimiento y el objeto PropĆ³sito de uso de datos define el motivo para recopilar informaciĆ³n de consentimiento y revelaciĆ³n.
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