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TenantGlobal Wealth
domainPilot Scope:Wealth Management
REV #402check_circleSTABLE
Last modified 14 mins ago by @systems_bot
GeneralIdentity & SSORoles & PermissionsData PolicyConnectors

Tenant Profile

Global identifiers and core organization metadata.

tx_9982_cal_prod_f3

Identity & SSO

Manage enterprise authentication (SAML 2.0 / OIDC).

Active
verified_userLast handshake successful: 12 minutes ago

Data Policy & Retention

Define how long data is stored and how it is classified across the federation.

Retention Period

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Years

Mandatory audit trail retention period for FINRA/SEC compliance.

Classification Tags

Publicclose
Restrictedclose
Highly Confidentialclose

Tags applied here will trigger automatic redaction in non-privileged reader views.

Scoped Access Control

Define user permissions bounded by organizational units or applications.

User / IdentityRoleBounded ScopeStatus
JD
Jane Doe[email protected]
Model Curator
BU: LogisticsApp: SAP-Grid
 Activemore_vert
RS
Richard Smith[email protected]
Audit InspectorGlobal Read-Only Activemore_vert

Security & Hygiene

Monitoring health and credential security for upstream federated connectors.

hub
Enterprise LDAP ConnectorStatus: Operational
••••••••••••••••••••visibility
cloud_sync
AWS Resource SyncStatus: Staleness Warning (4h)
AKIA_••••_••••_77C9settings_backup_restore