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Sæt skub i udvidelsen af netværket med skabelonen Financial Intermediary for Digitalt udlån. Brug Discovery Framework og Omnistudio til at strømline introduktion for mellemliggende firmaer og medarbejdere. Tilpas guidede formularer for at administrere compliance, automatisere godkendelser og tildele rollebaseret adgang.
| Tilgængelig i: Lightning Experience i versionerne Professional, Enterprise og Unlimited Edition. |
| Brugertilladelser påkrævet | |
|---|---|
| Sådan opsættes Digitalt udlån: | Tilladelsessættet Digitalt udlån |
| Hvis du vil bruge Discovery-strukturskabelon: | Tilladelsessættet Branchevurdering |
Når implementeringen er fuldført, skal du aktivere artefakterne Financial Intermediaries (Økonomiske mellemledere), før du bruger dem til mellemliggende firma- og medarbejderintroduktion. Registreringsprocessen opretter vurderinger for primære ansøgere og registrerer oplysninger i registreringer, f.eks. partsprofil og ansøgningsformular.
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