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Client bank and bank group admin users with security rights (CCH) to maintain corporate customers can create them in the Organisations area. One or more users can then be added for the new corporate customer organisation through the Reference Data Area with Users in the corporate customer system.
To create a corporate customer organisation:
Press the Organisations button from any page displaying the admin navigation bar.
The Organisations area displays and includes tabs for the organisation types for which you have security rights to maintain.
If more than one tab is displayed, select the Corporate Customer tab.
The Corporate Customers Listing page displays, listing all of the corporate customer organisations that exist for your bank.
Press Create Corporate Customer. If you do not have security rights to maintain corporate customers, this button does not display.
The Corporate Customer page appears.
Enter corporate customer group information into the page. Required information is indicated by a red asterisk (*). After you are finished entering data, press Save & Close.
The new corporate customer is saved and the Corporate Customers Listing page redisplays.