Application workflow and servicing notes. Account and cardholder data stay out.
Lenders, brokers, insurance agencies, and payment companies keep notes on how applications are worked and how accounts are serviced. We license that workflow. Account numbers and cardholder data are excluded.
Account numbers, cardholder data, and other regulated personal financial data are left out of the license.
Sample history
An insurance agency: application-workflow notes and servicing threads, with account and cardholder data excluded.
Tools we often see
- CRM
- LOS
- Policy admin
- Ticketing
Usually licensed
- Application and underwriting workflow
- Servicing communications
- Decision records