1. US SAR User Guide
  2. Analyzing Reports
  3. Financial Institution Where Activity Occurred
  4. Managing Financial Institution Where Activity Occurred

6.3.1 Managing Financial Institution Where Activity Occurred

Use this pane to view the list of the financial institution associated with the selected report. You can also use this pane to modify and delete financial institutions.

To view, modify, or delete a financial institution where the activity occurred, follow these steps:
  1. (On the Reports Details page, click the Financial Institution Where Activity Occurred details tab. The list of Financial Institution Where Activity Occurred associated with the selected report is displayed.
  2. To view or modify the required Financial Institution details, select the required Record Number, and click Edit edit. The Financial Institution Where Activity Occurred window is displayed.
  3. Modify the required details.
  4. Click Validate to authenticate the information and click Save. A confirmation message is displayed.
  5. To remove the Financial Institution Where Activity Occurred associated with the report, select the required Record Number and click Delete delete . The Financial Institution Where Activity Occurred associated with the report is deleted from the list.