Associate an Entity Hierarchy Relationship with Multiple Divisions

Until now, you were able to associate an entity hierarchy relationship with only one division at a time. Now, you can associate an entity hierarchy relationship with multiple divisions. You can include a hierarchy entity in an entity hierarchy relationship only when the hierarchy entity is associated with all the divisions to which the entity hierarchy relationship is associated. Let us understand this with the help of an example. Let us assume that the following hierarchy entities exist in the system:

Hierarchy Entity Entity Level Divisions
Cash Management Level 1 New England, Middle Atlantic
Payments Level 2 New England, Middle Atlantic, East North Central, East South Central, West South Central
e-Statements Level 2 New England, Middle Atlantic, Mountain, Pacific, West South Central
ACH Transfer Level 3 New England, Middle Atlantic, West South Central, East North Central
ACH Reversal Level 3 Middle Atlantic, East North Central, West North Central, South Atlantic
TWIST Statement Level 3 East North Central, West North Central, South Atlantic
CAMT Statement Level 3 New England
Lockbox Service Level 3 West South Central, East North Central

Let us assume that an entity hierarchy relationship named H1 is associated with the New England and Middle Atlantic divisions. Now, if you want to include the hierarchy entities in the H1 entity hierarchy relationship, you can only associate those hierarchy entities that are associated with the divisions to which the H1 entity hierarchy relationship is associated. In this case, you can include the following hierarchy entities in the H1 entity hierarchy relationship at the above-mentioned levels:

  • Cash Management

  • Payments

  • e-Statements

  • ACH Transfer