Introducing
Your new presentation assistant.
Refine, enhance, and tailor your content, source relevant images, and edit visuals quicker than ever before.
Trending searches
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Lead: Lynette Milley
Developers:
- Arun Shankar
- Bharathi Tamilarasan
- Sandeep Ganthi
PO: Sara Khalid
1. Better performance.
2. Generic services, more usability
3. Less maintenance with security
4. Not limited to pulling from CRM database and may expand to others when relevant (ie MONGO)
1. Business Partner (includes Universal Search)
2. User - Roles and Permissions
3. Business Transactions
4. COP
5. Value Help
6. Add-Ons
- General BP Details
- Addresses**
- Relationships**
- Roles**
- Identification**
- Employment**
- Hold Funds
- Credit Ratings
- FATCA/CRS
Coming Soon: Bank Data, Bill Pay Profile, BP Notes
Future Goals
1. Read and Maintain BP completion
2. Utilize AO and BaS fields.
3. Convert existing WSDL functionality
2. You want to update a field to an existing service.
3. You want to build a new service
We can join in some of your planning meetings!