How should Universal Banking configure article visibility for compliance with geography-based regulations?

The correct approach to configuring article visibility for compliance with geography-based regulations involves creating geography-based roles to restrict access using data categories. This method allows for a nuanced control of access based on geographical parameters, ensuring that users only have visibility into the articles relevant to their specific compliance requirements.

Creating roles enables the organization to define different levels of access depending on the geographical location of the user or the regulatory requirements specific to that area. Data categories further enhance this approach, as they can be aligned with geographic designations, ensuring that only those users whose roles permit them access to specific data categories can view related articles. This configuration thus supports compliance by ensuring that sensitive information is not exposed to users who should not have access based on their geographic location.

This approach aligns well with best practices in Salesforce, which advocate for the use of roles and data categories to manage article visibility in a manner that is both secure and compliant with regional regulations.