19.29 Entities Tab Configuration

The Entities tabs provide Account, Customer, External Entity, Employee, Household, Investment Advisor, Correspondent Bank, Financial and Trade business information pertaining to the case.

The Entities tab is a parent tab and can be configured in the KDD_CASEENTITY_MASTER table. Parent Tab entries will be made in KDD_CASEENTITY_MASTER, KDD_CASEENTITY_MASTER_TL, KDD_CASEENTITY_TAB_MAP. There will be no entries of parent tab in KDD_CASETYPE_ENTITY_MAP table.

  • The KDD_CASEENTITY_PARENT_MAP tab captures the entities which display in the parent tab. This table will hold the Entity ID, Parent Entity ID and Parent Form Code.
  • During Save of Entity Association, an additional check will be done to verify if the respective entity has a parent ID provided. If yes, then the parents tabid will be populated to CM_CASE_CONTEXTN tab group entries in the AAI tables. Furthermore, the respective entity tab ids will be populated with respective parent form code in the AAI tables. The same tab group ID will be used for CM_CASE_CONTEXTN and the parent form codes.

    Figure 19-41 Workflow

    This image shows the Workflow.