Client

Definition

Clients define a legal person or an institution who pay for the services; they assign various roles to different users under their accounts for specific tasks and legal regulations depending on the client type such as Business Client or Institutional Client. For client management, there’re a number of User types that have got various functions to manage tasks or do CRUD operations (create, read, update, delete) or they’re authorized for specific actions like legal documentation.

Note: A client user isn’t necessary a real person or owned/controlled by just a single person.

Client Types

• Business → For instance, Great Expectations Brokerage & Robot Investment Startup
• Retail → Usually, individuals who use the services (trade items or deposit money and etc.) It could be a customer of Business or White label clients as well.