6.5.3.1.2 Entity (Account Indicator)

Use this section to add, update, and view entity details.

To add a new entity, follow these steps:

1. On the Completing Action tab, navigate to the Completing Action section and click the Account Holder tab. The Entity section is displayed.
2. Click Add. The Entity Details section is displayed.
3. Enter the full name of the entity.
4. Click Save. A new entity is added to the Entity list.
5. To modify or remove the existing entity, select the required entity and modify the information, or click Delete to remove the entity from the list.