CRM

🧭 overview the crm holds intermediary and client master data, sales pipeline and activity history it is the system of record for intermediary relationships; the policy administration system (pas) is the system of record for policies attribute value business owner head of distribution data owner distribution operations manager criticality high — onboarding and panel processes stop without it availability window 06 00–22 00 business days; batch window overnight ⚙️ key configuration this workspace depends on validation rule vr int 011 — blocks intermediary activation without a well formed fsp number (control ctrl d 04 depends on it) commission code restriction — only approved structure codes selectable (control ctrl d 09) segregated activation permission — the intermediary admin profile can create but not activate; activation needs the intermediary approver profile (control ctrl d 07) ⚠️ governance controlled configuration changes to validation rules, commission restrictions, or activation permissions are treated as control changes and require operational risk forum approval before deployment 🧭 operational governance guidance configuration changes should reference impacted controls, approval evidence, deployment timing, and rollback considerations within the associated change record 🛠️ support route in app support ticket for defects and access issues data corrections through the data owner — never direct database edits configuration changes routed through the change forum with the control impact stated