11.1.1.3 Link Account

This topic describes the systematic instruction to link the accounts and form a structure.

Accounts are fetched to create and modify a structure.

1. Click Next in the Structure Details screen to link the accounts.
2. Drag and Drop the accounts into the drawing pane in the required hierarchy and create the structure.
   The Link Account - View displays with the accounts added in the tree hierarchy.

   Figure 11-6 Link Account - View

   
   

   
   Description of "Figure 11-6 Link Account - View"

   
   

   For more information on fields, refer to the field description table.

   Table 11-5 Account List/Capsule - Field Description

   Field	Description
   Account Number	Displays the account number.
   Account Description	Displays the description of the particular account. Note: If the account description is long, the graph will show three dots at the end of the description. The user can view the complete description in Account Details tooltip.
   Currency	Displays the currency of the particular account.

3. Right click on an account in structure.
   1. Click Edit to edit the account pair level parameters.
   2. Click Delete Account to delete the account from the structure.
   3. Click Delete Hierarchy to delete a hierarchy of the selected account from the structure.
   4. Click Replace to replace the account from the Account List.
4. Click Previous to navigate to the previous screen (Structure Details).
5. Click Next to save and navigate to the next screen (Structure Priority).
6. Click Save and Close to save and close the Structure screen. In such case, the structure gets saved and available in Summary screen.
7. Click Cancel to discard the updated details and close the Structure screen. In such case, the structure will not get saved.

Once the desired structure is in place, the next step is to maintain the account pair level parameters.

The following account pair parameters needs to be maintained:

• Account Details
  This topic describes the systematic instruction to view and update the account details.
• Parent Account Details
  This topic describes the systematic instruction to view the parent account details.
• Payment Instructions
  This topic describes the systematic instruction to maintain the payment instructions for the account pair.
• Reallocation
  This topic describes the systematic instructions to maintain the reallocation parameter.
• Reverse Sweep Details
  This topic describes the systematic instruction to set the reverse sweep frequency for the account pair.
• Instruction Details
  This topic describes the systematic instruction to setup the instruction details for the account pair.