Linked Accounts
The Linked Accounts zone displays the details of all the linked account details of a particular person/account hierarchy. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Effective Start Date | Displays the date from when the construct is effective. |
| Effective End Date | Displays the date till when the construct is effective. |
| Account ID | Displays the account ID. |
| Account Information | Displays the information of the account. In addition, a Context Menu
( ) appears corresponding to this field which helps in navigating to other screens
in the application. Note: It has a link. On clicking the link, the
Account screen appears where you can view the details of the
respective account.
|
| Account Identifier Type | Indicates the account identifier type of the account. |
| Account Identifier | Displays the value of the account identifier type. |
You can filter the list using various search criteria (such as Account
ID, Effective Date and Account
Identifier) available in the Filter area. By default, the
Filter area is hidden. You can view the Filter
area by clicking the Filters (
) icon in the upper right corner of this zone.
Note: Pagination is used to display limited number of records in the Search
Results section. You can use the navigation links, such as
Previous and Next to navigate between
pages.
Related Topics
| For more information on... | See... |
|---|---|
| How to view the details of person billing hierarchy | Viewing Person Billing Hierarchy Details |
| How to view the details of person settlement hierarchy | Viewing Person Settlement Hierarchy Details |