1.3 Entity Maintenance

This topic describes the systematic instructions to initiate and view the Entity maintenance.

Entity Maintenance enables the user to easily configure and maintain entity codes used in system from UI screen rather than inserting it in Database.

Using Entity Maintenance, the user will be able to

• Add, Delete and Modify entity codes
• Add, Delete, Modify sub-entity codes for each of the entity codes

Initiate Entity Maintenance

1. On Home screen, click Party Services. Under Party Services, click Maintenance.
2. Under Maintenance, click Entity. Under Entity, click Create Entity.
   The Create Entity screen displays.

   Figure 1-5 Create Entity

   
   

   
   Description of "Figure 1-5 Create Entity"

   
   
3. On Create Entity screen, specify the following attributes.
   For more information on fields, refer to the field description table.

   Table 1-4 Create Entity - Field Description

   Field	Description
   Entity Code	Specify the entity code to be define with the list of drop-down values.
   Entity Description	Specify the description of the entity code.
   Language	Language of the entity code.
   Sub Entity Code	Specify the Sub Entity Code for the selected Entity Code.
   Sub Entity Description	Specify the description of Sub Entity Code.
   Retail	Enable toggle button if the sub-entity code is applicable for retails party.
   SMB	Enable toggle button if the sub-entity code is applicable for SMB party.
   Corporate	Enable toggle button if the sub-entity code is applicable for corporate party.
   SME	Enable toggle button if the sub-entity code is applicable for SME party.
   FI	Enable toggle button if the sub-entity code is applicable for financial institution party.

4. Click + button to add Sub-entities for Entity Code.
5. Click Save.

View Entity Maintenance

Once the record is authorized by the checker, the user can view the Entity Maintenance.

6. On Home screen, click Party Services. Under Party Services, click Maintenance.
7. Under Maintenance, click Entity. Under Entity, click View Entity.
   The View Entity screen displays.

   Figure 1-6 View Entity

   
   

   
   Description of "Figure 1-6 View Entity"