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The Subsidiary Access area of the Trade Services system allows the authorised user of a parent corporate organisation to access and perform activities, in one login session, on behalf of the subsidiary corporate organisations in the parent’s corporate hierarchy . Subsidiary access activities include the ability to:
Work with instruments (including the ability to create/modify transactions)
View and maintain reference data
View and maintain reports
Work with mail messages
The reference data that is available to the user, when acting on behalf of a subsidiary organisation through the subsidiary access feature, includes the reference data owned by the user’s corporate organisation. A setting on the user profile specifies whether or not the reference data owned by the user’s organisation is available when they are using the subsidiary access feature to perform actions on behalf of a subsidiary.
In cases where there are one or more corporate organisations between the subsidiary and the user’s organisation, the reference data for these corporate organisations are not available.
This reference data is in addition to the reference data of the subsidiary and any bank reference data for the user’s corporate organisation and the subsidiary. Bank reference data includes reference data from the client bank as well as from the subsidiary’s bank organisation group. This reference data is not modifiable while the user is acting on behalf of a subsidiary through the subsidiary access feature.
This reference data includes the types listed below that are available to the user when performing actions on behalf of a subsidiary of the user’s corporate organisation.
Phrases
Parties
Security Profiles for corporate customer users (i.e., not Admin Security Profiles)
Instrument Templates
PO Definitions
LC Creation Rules
This reference data does not include types listed below are not available, except when owned by the subsidiary, to the user while performing actions on behalf of a subsidiary of the user’s corporate organisation.
Users
Foreign Exchange Rates
Threshold Groups
The security rights of your subsidiary access security profile determine the activities that you can perform for the subsidiaries in your organisation’s corporate hierarchy.
When you have subsidiary access capabilities, the Subsidiary Access button is displayed on the navigation bar of your organisation’s view of the Trade Services system. When you press the Subsidiary Access button on the navigation bar, the Subsidiary Search Area is displayed. The Subsidiary Search Area provides a list of all of the subsidiary corporate organisations that you can access from your corporate organisation and for which you can perform activities.
To access a subsidiary:
Search for the desired subsidiary in the list in the Subsidiary Search Area.
Once you have found it, select the desired subsidiary and press Access the Selected Subsidiary.
The Trade Services system home page for the subsidiary you selected is displayed. At the same time, the Back to My Organization button is displayed on the navigation bar and the message, ”r;You are now acting on behalf of” followed by the name of the corporate subsidiary you selected, are displayed below the navigation bar.
You are now able to perform actions, according to your subsidiary access security profile, for the selected subsidiary.
To return to your corporate organisation:
When you have finished performing activities for the selected subsidiary, press Back to My Organization.
The Subsidiary Search Area is re-displayed and the Security Access button reappears on the navigation bar. At the same time, the message ”r;You have returned to” followed by the name of your corporate organisation are displayed below the navigation bar.
You can now either select another subsidiary or perform activities for your own corporate organisation.