A Business Line is a specific category that you can create and use to group and organize your clients within your company's portfolios. This helps in efficient organization and management.
When you invite users to join your Portfolio, you can choose to assign them one or several business lines to request specific documentation and information based on user requirements that you establish.
This will include a set of roles, risk questions, document requirements, and flows. You can assign as many business lines as needed to your clients.