4.6 Customer Entity Details Maintenance

You can maintain additional entities for a customer to whom copies of advices need to be sent in addition to the default counterparty through the Customer Entity Details screen.

To capture details of customer entity details screen

Specify the User ID and Password, and login to Homepage.

1. On the homepage, type OLDCUENT and click next arrow.
   The Customer Entity Details screen is displayed.

   Note:

   The fields which are marked in asterisk red are mandatory fields.

   Figure 4-3 Customer Entity Details

   
   

   
   Description of "Figure 4-3 Customer Entity Details"

   
   
2. You can enter below details in Customer Entity Details screen. For information on fields, refer to the field description table.

   Table 4-1 Customer Entity Details

   Field	Description
   Customer Number	To maintain the entity for the particular customer you need to specify the customer number. Select the customer number from the option list.
   Entity	You can define the additional entity you want to maintain for the customer.
   Entity Name	Here you have to describe the entity that you are maintaining. This is used in the messages sent to the entity. Enter the name of the recipient using a maximum of 35 characters alphanumeric.
   Entity Type	You can define an entity type here. You can link the various entities you maintain to an entity type.
   Fax Number	Specify the FAX Number associated with the entity.
   Phone Number	Specify the phone number associated with the entity.
   Send by FAX	Select this box to indicate that the notices to the entity need to be sent through FAX.
   Email Id	Specify the email Id associated with the entity.
   Send by Email	Select this box to indicate that the notices to the entity need to be sent through Email.
   Send FpML	Select this box to indicate whether FpML notices need to be sent to the customer entity.

   For more details related to the FpML messages, refer the chapter Processing Incoming Messages in this user manual.

   Note:

   In case of data masking, if PII Allowed check box is not selected in User Maintenance screen, then the Customer Name, Entity Name, Fax Number, E-mail ID, Phone No, and Phone No Country field values are masked.

   In case of granular access, customer entity details maintained for allowed list of customers are allowed for view, query, modify, authorize, re-open, copy, delete, and so on based on the preferences selected in Access Group Restriction tab available in the User Maintenance screen.

   In case of right to be forgotten, all the PII fields maintained for the customer entity are anonymized once the customer is forgotten in the Forget Customer Process screen.

   For more information, refer to Common Core - Security Management System User Guide.