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ASP-level admin users with security rights (CCH) to maintain client banks can create them in the Organisations area. These new client banks can then create their own bank groups, operational bank organisations, and corporate customers.
To create a client bank:
Press the Organisations button from any page displaying the admin navigation bar.
The Organisations area displays and includes tabs for the organisation types to which you have security rights. If you are a ASP user, you will see only the Client Bank tab, which includes the Client Banks Listing.
Press Create Client Bank. If you do not have security rights to maintain client banks, this button does not display.
The Client Bank page appears.
Enter client bank information into the page. Required information is indicated by a red asterisk (*). After you are finished entering data, press Save & Close.
The new client bank is saved and the Client Banks Listing redisplays. After a client bank is created, several other tasks need to be completed in order to establish a new client bank. These tasks, which include creating a stylesheet and bank logo for correct client bank branding, are completed outside of the Trade Services system. If you need additional information, contact your system administrator.