Managing Third-Party Agreements
You can manage third-party agreements via the user interface or via integration through APIs.
For information about the available endpoints, please visit the Distribution Management Endpoints page.
To manage third-party agreements, follow these steps:
In FintechOS Portal, click the main menu icon and expand the Distribution Management menu.
On the Agreements page, you can create a new agreement, search, edit, or delete agreements in Draft status.
Users with the associated role of Distribution Management Admin or Distribution Management Admin Banking can view, insert, update, and authorize third-party agreement records.
Users with the associated role of Distribution Management Officer or Distribution Management Officer Banking can view, insert, and update such records, but they can't authorize them.