2.8.5 Linked Customers

The topic describes about the detailed information on the linked customer.

First linkage of a customer to a liability continues to be through GEDCULIK (Customer to liability link maintenance) and this linkage will automatically get updated in linked customers sub-system of liability concerned with default linkage enabled.

Any subsequent linkage of a customer to other liability/ies are to be done through linked customers sub-system in liability maintenance. This way one customer can be linked to multiple liabilities. Customer who is not having default linkage with any liability through GEDCULIK cannot be linked to a liability through linked customers sub-system.

Customers can be linked to a liability through linked customers sub-system as part of liability creation as well as amendment.

Linked customers of a liability will be replicated to common core (STDCRLIB).

Deletion of linked customers from a liability will be restricted if there are outstanding utilization/blocking transactions from the customer on any of the entities under the linked liability.

Note:

The fields, which are marked with an asterisk, are mandatory.
  1. On Liability Maintenance screen, click Linked Customers tab.
    The Linked Customers screen displays. For more information on fields, refer to the field description table.

    Table 2-27 Linked Customers - Field Description

    Field Description
    Customer No Click the Search icon and select the customer to be linked to liability from the available list.
    Customer Name This field will be defaulted from the customer selected.
    Default liability

    Switch to On to enable this parameter.

    Switch to off to disable this parameter.

    This will be checked for customers linked to liability through GEDCULIK.

  2. Click Save to save the record.