Develop an annual access expansion plan with targets (institutions onboarded, active users, active entities) aligned to priority partners and decision cycles.
Improve role-based access control, identity integration, and auditability so partner access is secure, least-privilege, and consistent with DSAs and governance.
Establish a standard onboarding process (request, approval, training, activation) to provision accounts, assign permissions, and ensure users understand permitted uses and disclosure safeguards.
