Financial Services CloudArchitect (Hardest)relationship-mappingcompliancehousehold
Architect relationship mapping for power of attorney and authorized signer scenarios
Real World Scenario
Adult child holds POA for aging parent; advisor must service account without exposing full household to unauthorized family members.
Expected Answer
• Contact Contact Relationship type POA with effective expiration dates
• FA Role Authorized Signer separate from Owner visibility scoped
• Sharing: POA agent sees only authorized FA not entire Household
• Document POA scan Files linked relationship record expiry alert
• Validation block transactions POA expired or revoked status
• Integration custodian POA registration before trade execution
• Audit log POA agent actions distinct from owner actions
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Main difference: use case and scale. Contact Contact Relationship type POA with effective expiration dates. FA Role Authorized Signer separate from Owner visibility scoped. Pick based on your integration pattern and team capability. POA is precision sharing problem—relationship mapping plus FA role not broad Household access. Document the decision in an ADR and align with enterprise standards.
Architect Perspective
POA is precision sharing problem—relationship mapping plus FA role not broad Household access.