Saturday, March 17, 2012

hide client names and address

I proposed a system to a buy-side asset manager shop. I said client names don't need to stored in the central database. Maybe the salesforce and investment advisors need the names but they don't need to save those in a shared central database for everyone else to see.

Each client is identified by account id, which might include an initial.

When client logs in to a client-facing website, they will not see their name but some kind of relatively public information such as their self-chosen nick name, investment objectives, account balance, and last login time.

Client postal address is needed only for those who opt for paper statement. And only one system needs to access it -- the statement printing shop.

A veteran in a similar system told me this is feasible and proposed an enhancement -- encrypt sensitive client information.

What are some of the inconveniences in practice?

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http://www.linkedin.com/in/tanbin