Onegini Identity Cloud - Product Features

CIAM for B2B

Working with distribution channels or independent branch offices? Then you’ll know all about the administrative hurdles involved in managing intermediates, advisers, and their teams. These valued partners need access to your system, but correctly managing users who are not your own employees can be complicated and time-consuming. To simplify this process, Onegini has developed Delegated Administration for Business Partners.

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    Delegated Administration for Business Partners
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    Effortless control and accountability
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    Up-to-date regulatory compliance
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    Entirely customizable interface
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    Family Management
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    Fully self-service while staying in control

Promoting durable relationships with customers

Allowing distribution partners access to your systems helps promote a continued relationship between the distribution partner and the customers they have brought on board. After all, this customer probably made a conscious choice to go through this particular distribution partner. To preserve this valuable relationship while still maintaining brand consistency, it is vital that distribution partners can access your system directly. Onegini Identity Cloud allows you to give them direct access to the functionalities and data they need without revealing anything that is not in their purview, without the need for the head office to shoulder the administrative burden of managing this access.

Delegated user management

Our Delegated Administration for Business Partners tool lets you assign just the right amount of autonomy and responsibility to each distribution partner. This allows your partners to manage their own organizations while you keep a bird’s eye view. It works as follows:

1.  You (the administrator) create an account for a distribution partner (a super user) and assign products to their account.
2.  The super user then creates accounts for each relevant employee to give them access to your system (the users).
3.  The super user will set up different roles with corresponding access authorizations and responsibilities, and assign them to the users.

This system allows your distribution partners to take care of their own user management, assign duties and responsibilities and keep up with internal changes (employees leaving, getting promoted, getting certified, reorganizations, etc.). This will significantly lighten the load on your B2B support center.

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Effortless control and accountability

Of course you should always be in control of what happens within your systems, whether these actions are taken by your own staff or by a distribution partner. That is why Onegini Identity Clouds Delegated Administration for Business Partners tool gives you a complete overview right from your dashboard. To minimize risk, it allows you to set limits for users and change them as and when needed. For example, you can limit the access of your distribution partners to ensure that they do not see sensitive information that they do not need in order to do their jobs. This also helps you comply with regulations governing access to personal data, such as the GDPR. In the event of any poor management or oversight by your distribution partner, you can always step in to correct the situation by removing or assigning user authorizations yourself. To facilitate easy accountability and transparency, Onegini Identity Cloud keeps a record of every activity and interaction within the platform.

Delegated Administration for Business Partners

Up-to-date regulatory compliance

Our Delegated Administration for Business Partners tool makes access management easy for everyone, including super users. That way you are not just shifting the administrative burden to your partners, but also handing them a tool for easy regulatory compliance: the system can verify that an advisor is appropriately licensed or certified in the Netherlands thanks to its integration with the database of the office of the Financial Supervision Act (WTF or Wet Financieel Toezicht).

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Delegated User Management: A secure solution for your intermediaries

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