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如何高效的使用客戶及群組管理員設置進行篩查* (YU WebEx)

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了解管理員功能以配置系統設置以符合貴機構的風險偏好和篩查需求。

Agenda

  • 了解管理員的角色 (群組管理員及客戶管理員)
  • 了解客戶管理概要及詳細信息的概述
  • 了解如何創建群組、角色及用戶
  • 了解如何進行群組設置包括篩查範圍，名字匹配值及提醒設置

*對於香港客戶：這是經財資市場協會 (TMA) 批准的合格 CPD 課程。參與者參加60分鐘課程將獲得1個CPD；參加30/45分鐘課程將獲得0.5個CPD
LSEG World-Check One Risk & Compliance Introductory Cantonese 45 Mins
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