📄️ Extract Transform Load Tool
ETL Overview
📄️ Pre Requisites to Running a Data transfer
Creating a Policy
📄️ ETL UI
ETL Dashboard
📄️ ETL Associations
An important activity within Client Lifecycle Management is capturing / unwrapping their clients ownership and control Hierarchy. To correctly risk asses and work with clients in a compliant way, institutions conduct this activity under the heading of KYC (Know Your Customer).
📄️ ETL Products
A key part of Client Lifecycle Management is understanding the financial products a client holds such as accounts, loans, or other products. This information supports regulatory compliance, risk assessment, and overall client management.
📄️ ETL Investment and Bank Accounts
The investment account serves to capture the relationship between an investor and a fund for a specific holding.