2.4.6.1 Changing Parent Financial Institution

To change the parent financial institution (Parent FI(2A)) information of a CTR, follow these steps:

1. On the CTR Details page, click Financial Institutions. The Financial Institutions page is displayed.
2. On the Parent FI(2A) section, click Change Parent Financial Institutions. The Change Parent FI window displays.

   Note:

   By default, the Transaction FI submenu option is selected.

3. Select the required Financial Institution name from the drop-down list and enter comments in the Comments field. The selection of Parent Financial Institutions will auto-populate the associated contact for information fields based on the establishment of the contact information for the reporting institutions.
4. Click Save. The Parent Financial Institutions information is changed and displays the updated information.