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Updated on May 30, 2022

Out-of-the-box, CLM triggers the displaying of the FINRA questionnaire when:

  1. The product selected is a Security product1


  2. The booking location for the Security product is "United States of America"


  3. The answer “Yes” to the field about the security product which is displayed in the ‘Regulatory details’ step within Enrich stage, as a consequence of triggers 1 and 2 being fulfilled.

1 The assumption is that the list of products used by the financial institution contains this flag.

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