u/WinterCanary8842

We’re onboarding a new corporate client where activity flows through a group of related entities across different jurisdictions. Getting a clear picture of how funds move between them is proving quite time-consuming.

At the moment, it involves pulling data from multiple sources and trying to piece together relationships manually, which doesn’t scale well.

For those working on similar onboarding or review processes, how are you building a coherent view across a group structure without it turning into a weeks-long exercise? Are there any practical workflows or approaches that help speed this up while keeping things reliable?

Interested in what’s actually working in practice.

We’re working on a product where users can connect their financial data and use it across different features (like budgeting views, eligibility checks, and cash flow insights).

The challenge we’re running into is around permissions — ideally, users shouldn’t have to reconnect or reapprove access every time they use a new feature, but we also want to keep things clear and transparent from their perspective.

For those who’ve built similar flows, how are you handling this in practice? Do you scope permissions broadly upfront, or layer them as users explore new features?

Trying to find a balance between a smooth experience and not overcomplicating consent.