A banking client currently manages its onboarding process manually with paper forms. To optimize the
process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage
the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?
A financial services company would like its users to be able to relate two business accounts. What should the
administrator configure to meet the requirement?