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金融中介的披露和同意
通过为中介合作伙伴配置授权表单和同意文本,在注册期间建立合规性。提供有关身份验证和欺诈预防的透明条款,以建立Trust并满足法律要求。

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通过为中介合作伙伴配置授权表单和同意文本,在注册期间建立合规性。提供有关身份验证和欺诈预防的透明条款,以建立Trust并满足法律要求。
| 适用于:Lightning Experience in Professional、Enterprise 和 Unlimited Editions. |
披露是金融机构需要与中间人分享的信息,同意是中间人授予他们代表他们采取行动的权限。中介公司及其员工在入职期间同意监管和保密条款。披露和同意框架使用授权表单在金融中介入口网站中捕获和跟踪这些协议。
授权表单对象表示用于向客户披露信息并征求他们同意的表单,数据使用目的对象定义了收集同意和披露信息的原因。
了解有关披露和同意主要功能的更多信息。

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