The CRM checks representation and delegation before finalizing the agreement reviewed by both parties.
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| Control point | Applicable design |
|---|---|
| Actors | Corporate representative and bank officer |
| Trigger | Check representation authority, limits and agreement approval |
| Source system | CRM / Core Banking |
| Documents | Service agreement and corporate representation records |
| Approval control | Check representation authority, limits and agreement approval |
| Identity and authority | Match the participants, representation authority and document scope before requesting authorization. |
| Signing route | API or Agent connects an agreed VNeID/RS-HUB or Trusted SIC route; fallback requires an approved deployment policy. |
| Business exceptions | Expired mandate; representative replacement; missing co-signature |
| Downstream system | DMS / CRM |
The CRM checks representation and delegation before finalizing the agreement reviewed by both parties.
Corporate representative; legal reviewer; bank signer review the document and representation authority before authorizing signing.
Correlate the signing request with corporate service agreement and its approved version; retain the transaction reference.
The approved provider creates the signature using the applicable certificate and authorization; do not change routes without approval.
Retain representation evidence, agreement and signing result; activate only after the agreed service conditions are met.
Expired mandate; representative replacement; missing co-signature.
The CRM / Core Banking owner decides whether to amend, cancel or request a new signature. Reconcile delayed callbacks against the original transaction before creating a replacement.
This is a reference implementation workflow. The organization determines business policy, legal requirements and acceptance conditions.
