📄️ Related Party Management
Related Parties Task
📄️ Visualising Related Parties
Outside of the Related Parties task, currently there are three ways that entity relationships are displayed:
📄️ Related Party Adapted Experience
The Related Party Adapted Experience helps streamline the sometimes complex process of related party management. The existing task incorporates multiple aspects of this process, such as building the hierarchy, data and document capture and ID&V evaluation, which can become challenging with larger hierarchies. The Related Party Adapted Experience separates the building of the hierarchy and the additional data and document capture into distinct functions with the introduction of the Hierarchy Capture task & the Related Party Data & Documents task. This user guide covers the functionality which is applicable to and introduced by these tasks.
📄️ Automating the Related Party Checkpoint Task
The Related Party Checkpoint task can be configured to complete automatically, removing the need for manual intervention in scenarios where no related party journeys are required or where all launched journeys have reached a terminal state.