Entitlements are sophisticated, and ensuring they meet complex scenarios requires a well defined solution.  treXis tackles the intricate challenge of centralized entitlement management with the treXis Entitlements Engine, designed to manage entitled access and consent across all digital channels. This powerful engine provides robust authorization features, including: enterprise-grade entitlement management, fine grained access control, end user consents, and comprehensive auditing. This enables the ability for users to grant, modify, or revoke consent for each third party service.  

Crafted to serve as the nucleus of consent-based authorization and user permissions for data access, the Entitlements Engine works in concert with other treXis engines designed to evaluate risk or provide approval workflows. This collaboration enables enhanced governance and streamlines operations, while providing an extensive audit trail of all actions. Our comprehensive approach to entitlement management represents treXis’ commitment to advancing security, compliance, and efficiency in digital banking.

02 A business needs to authorize an accounting firm access to their account information. The accountant also needs to access data from their accounting system, quickbooks.   They would like to grant “read only” access to only certain accounts, and hide sensitive accounts.  Only selected accounts will be viewable and the admin will need to have full visibility into permissioned access.

03 A Private Banker is onboarding a new client.  A portfolio of accounts need to be migrated and managed.  Multiple family members and employees need a varying degree of access to accounts and relevant functions, per account type.

04 The enterprise has multiple systems that require varied levels of entitled access.   A synchronization between multiple entitlement services will be required to ensure consistent access.  Systems cannot have conflicting entitlements and must be managed in a user intuitive manner.  The enterprise administrators must have access to view, authorize and revoke access to external systems.