Organisations Overview

The Organisations area is where you set up and maintain information for the organisations that use the Trade Services system. Depending on your admin security profile and the organisation level to which you belong, you can work with one or more of the following types of organisations: bank groups, operational bank organisations, and corporate customers. ASP-level admin users can work with client bank organisations.  When you press the Organisations button on the admin navigation bar, the Organisations area displays.


Help About Organisations

 

Procedures

Page Help

Working with Organisations

 

Creating Client Banks

Viewing Client Banks

Editing Client Banks

Deleting Client Banks

 

Creating Bank Groups

Viewing Bank Groups

Editing Bank Groups

Deleting Bank Groups

 

Creating Operational Bank Organisations

Viewing Operational Bank Organisations

Editing Operational Bank Organisations

Deleting Operational Bank Organisations

 

Creating Corporate Customers

Viewing Corporate Customers

Editing Corporate Customers

Deleting Corporate Customers

 

 

External Banks Overview

Working With Organisations

Creating External Banks

Viewing External Banks

Editing External Banks

Deleting External Banks

 

Client Banks Listing

Client Bank

 

Bank Groups Listing

Bank Group

 

Operational Bank Organisations Listing

Operational Bank Organisation

 

Corporate Customers Listing

Corporate Customer

 


 

 

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