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Tier1 Financial Solutions Security Engine

Reduce operation costs with Tier1 Security Engine

Overview

  • Configure a data ethical wall between the private side of the wall and public side of the wall. Optionally configure wall crossing workflows for research analysts to work on deals.

  • Share data such as tasks, meetings, call reports, deals, trades based on coverage to ensure a need-to-know basis.

  • Flexible configuration options to share data based on ad-hoc defined teams, Salesforce role hierarchy, and add custom objects to coverage-based sharing.

  • Configuration console to help system administrators and support to manage and monitor security engine settings.

The Tier1 Security Engine empowers you to adhere to complex compliance regulations while leveraging capital markets and corporate & investment banking tailored workflows. Data security is critical to protect confidential client and financial information from external sources, internal employees, and various segments of business, as any of these can easily compromise corporate security policies. Enriching the existing Salesforce data security model, Tier1 provides greater flexibility in securing client data from costly ethical wall breaches, and inadvertent information sharing. Distinguishing the critical data security needs of capital markets firms, Tier1 offers a solution that evolved to support the complexities of these mandated regulatory policies. This includes the ability to share data for those users covering an account or contact, constraining information to those working on the same initiative or project or limiting visibility of content to those participating in a deal or activity.

Categories

Business Needs
IT & Administration
Security
Industries
Financial Services
Personas
Administrator
Architect
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Managed Package

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