6.4 Involved Party Information

This pane provides information about the type of parties involved in the transaction. For example, account, entity, or person. For more information, see Involved Party List.

Use the Involved Parties Information pane to add a new involved party to the transaction and edit or delete the involved parties associated with the transaction.

Use this pane to view and update the list of parties involved in the transaction. This pane provides you information such as record number, party role, funds code, foreign currency, and country of the parties involved.

To view and update the involved party details, follow these steps:

1. Click on the required Record Number in the Transaction list. The Involved Party details are displayed. The involved party can be an account, entity, or person.
2. Enter the involved party details.
3. Click Save. A confirmation message is displayed and the involved party information is updated.