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如何高效的使用客户及群组管理员设置进行筛查* (ZH WebEx)

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了解管理员功能以配置系统设置以符合贵机构的风险偏好和筛查需求。

Agenda

  • 了解管理员的角色 (群组管理员及客户管理员)
  • 了解客户管理概要及详细信息的概述
  • 了解如何创建群组、角色及用户
  • 了解如何进行群组设置包括筛查范围，名字匹配值及提醒设置

*对于香港客户：这是经财资市场协会 (TMA) 批准的合格 CPD 课程。参与者参加60分钟课程将获得1个CPD；参加30/45分钟课程将获得0.5个CPD
LSEG World-Check One Risk & Compliance Introductory Mandarin 45 Mins
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