9.5.5.1 Persisting Global Party ID through the Manual Action

This topic describes the systematic instructions to persist Global Party ID through the manual action.

Supervisor can select which global party ids are persisted as part of the manual approval process.

Note:

Approve/Reject: Select the particular Cluster ID and click Approve/Reject to approve/reject the records.

Approve All: Click Approve All to approve all the records that are updated by the batch action.

For example, if you want to split multiple records in one Global Party ID then follow these steps:

1. Select the Cluster ID and click Expanded arrow to view the cluster details.

   Figure 9-26 Split Action

   
   

   
   Description of "Figure 9-26 Split Action"

   
   
2. Select Global Party ID from the Select ID for Persistence drop-down list.
   You can persist Global Party ID in the following methods:

   • By default, the Global Party ID will be persisted for the group that has the most number of entities and if the number of entities are same between the groups, then the group with the least entity id gets the persisted GID. This is the behaviour if Approve All is selected and is also the default behaviour if manual approval is not configured.
   • If you want to persist the Global Party ID based on your requirement, then follow these steps:
     • Select blank Global Party ID from the Select ID For Persistence drop-down list which need not be persisted.
     • Select Global Party ID from the Select ID For Persistence drop-down list which needs to be persisted.
3. Click Approve to persist the Global Party ID for the selected cluster.
   A new Global Party ID will be created for the split cluster once the subsequent day's batch is executed.