Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Help
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Resources
  • Conventions
  • Comments and Suggestions
• 1 Overview of Master Data
  • 1.1 Adding a Configuration
  • 1.2 Account Opening Method
    • 1.2.1 Adding a New Account Opening Type
    • 1.2.2 Editing a Record
    • 1.2.3 Exporting or Importing Records
  • 1.3 Account Type
    • 1.3.1 Adding a New Account Type
    • 1.3.2 Editing an Account Type
    • 1.3.3 Exporting or Importing Records
  • 1.4 Address Purpose
    • 1.4.1 Adding a New Address Purpose
    • 1.4.2 Editing an Address Purpose
    • 1.4.3 Exporting or Importing Records
  • 1.5 Citizenship Status
    • 1.5.1 Adding a Citizenship Status
    • 1.5.2 Editing a Citizenship Status
    • 1.5.3 Exporting or Importing Records
  • 1.6 Countries
    • 1.6.1 Adding a New Country
    • 1.6.2 Editing a Country
    • 1.6.3 Exporting or Importing Records
  • 1.7 Customer Data Slice
    • 1.7.1 Adding Customer Data Slice Details
    • 1.7.2 Editing the Slice Details
  • 1.8 Employment Type
    • 1.8.1 Adding a New Employment Type
    • 1.8.2 Edit an Employment Type
    • 1.8.3 Exporting or Importing Records
  • 1.9 Gender Type
    • 1.9.1 Adding a New Gender Type
    • 1.9.2 Editing a Gender Type
    • 1.9.3 Exporting or Importing Records
  • 1.10 Legal Structure
    • 1.10.1 Adding a New Legal Structure
    • 1.10.2 Editing a Legal Structure
    • 1.10.3 Exporting or Importing Records
  • 1.11 Marital Status
    • 1.11.1 Adding a New Marital Status
    • 1.11.2 Editing a Marital Status
    • 1.11.3 Exporting or Importing Records
  • 1.12 Market Served
    • 1.12.1 Adding a New Market Name
    • 1.12.2 Editing a Market Name
    • 1.12.3 Exporting or Importing Records
  • 1.13 NAICS Codes
    • 1.13.1 Adding a New NAICS Code
    • 1.13.2 Editing a NAICS Code
    • 1.13.3 Exporting or Importing Records
  • 1.14 Occupation
    • 1.14.1 Adding a New Occupation
    • 1.14.2 Editing an Occupation
    • 1.14.3 Exporting or Importing Records
  • 1.15 Phone Purpose
    • 1.15.1 Adding a New Phone Purpose
    • 1.15.2 Editing a Phone Purpose
    • 1.15.3 Exporting or Importing Records
  • 1.16 Products Offered
    • 1.16.1 Adding a New Product
    • 1.16.2 Editing a Product Name
    • 1.16.3 Exporting or Importing Records
  • 1.17 Public or Private Code
    • 1.17.1 Adding a New Public or Private Code
    • 1.17.2 Editing a Public or Private Code
    • 1.17.3 Exporting or Importing Records
  • 1.18 Relationship Type
    • 1.18.1 Adding a New Relationship Type
    • 1.18.2 Editing a Relationship Type
    • 1.18.3 Exporting or Importing Records
  • 1.19 Source of Wealth
    • 1.19.1 Adding a New Source of Wealth
    • 1.19.2 Editing a Source of Wealth
    • 1.19.3 Exporting or Importing Records
  • 1.20 Watchlist Category
    • 1.20.1 Adding a New Watchlist Category
    • 1.20.2 Editing a Watchlist Category
    • 1.20.3 Exporting or Importing Records
  • 1.21 Watchlist Subtype
    • 1.21.1 Adding a New Watchlist Subtype
    • 1.21.2 Editing a Watchlist Subtype
    • 1.21.3 Exporting or Importing Records
  • 1.22 Watchlist Type
    • 1.22.1 Adding a New Watchlist Type
    • 1.22.2 Editing a Watchlist Type
    • 1.22.3 Exporting or Importing Records