Financial services
Client book export
The request: A connected app or migration agent requests a full export of client records.
Approval circle
2 of 3 must approve
0 of 2 approvals. Waiting.
Why one approver isn't enough: The person under deadline pressure is the one most likely to approve a too-broad export.
Seen in the wild: Salesloft Drift
- Vendor due diligence is not finished.
- The export is wider than the migration plan.
- The request arrives outside the migration window.
Your data platform returns the approved export to CAM's signed call. CAM delivers it once to the approved destination, then discards it.
Requester, scope requested, each decision with its time, and the release outcome.
Amended Regulation S-P requires service-provider oversight, and notice to affected customers within 30 days of becoming aware that sensitive customer information was, or is reasonably likely to have been, accessed without authorization.
Context only. SafeLoc does not claim CAM makes you compliant or certified.
Approvers have 3600 seconds to respond. Veto window: 60 seconds.