This use case allows financial agents access to member policies.
Delegated access to authorised and certified agents is a difficult task. Many customers are unaware of the regulatory requirements. Financial institutes must ensure compliance to these regulations.
By using Verifiable Credentials, a financial institute can ensure any agent not only has the required delegated authority, but they also have the correct licensing by regulators to access an account on behalf of a customer.
| Objective | Grant access to an agent to a member policy. |
| Description | Issue verifiable credentials to allow a financial agent access to a policy offered by a financial institute. |
| Actors | Policy holder; Financial agent |
| Dependencies | |
| Preconditions | The policy holder wishes to grant an external financial agent acess to a policy they hold. |
| Postconditions | The financial agent holds permission to access a policy on behalf of the policy holder. |
| Objective | Financial agent accesses a member policy to act on behalf of the policy holder. |
| Description | Financial agent accesses a member policy on behalf of the policy holder, using a delegated authority previously given to the agent. |
| Actors | Financial agent |
| Dependencies | Financial agent has already been granted access by the Policy Holder |
| Preconditions | The financial agent requests access to the details of a policy on behalf of the policy holder. |
| Postconditions | The financial agent is granted access to the policy. |
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