Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before You Begin
  • Module Definitions
  • Module Pre-requisite
  • Audience
  • Documentation Accessibility
  • Critical Patches
  • Diversity and Inclusion
  • Conventions
  • Related Resources
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
  • Basic Actions
  • Symbols and Icons
  • Module Post-requisite
• 1 Configurations
  • 1.1 Address Management
  • 1.2 KYC Maintenance
  • 1.3 Credit Rating Agency
    • 1.3.1 Create Credit Agency
    • 1.3.2 View Credit Agency
  • 1.4 Entity Maintenance
  • 1.5 Host Configuration
  • 1.6 Location Maintenance
  • 1.7 Relationship Maintenance
  • 1.8 Mask Maintenance
  • 1.9 NAICS Codes Maintenance
  • 1.10 Organization Maintenance
  • 1.11 Customer Access Group
  • 1.12 PII Masking Maintenance
  • 1.13 Properties Maintenance
  • 1.14 System Maintenance
  • 1.15 Tax Country Codes
  • 1.16 Service Level Agreements (SLA)
    • 1.16.1 Setup Service Level Agreements
    • 1.16.2 OBRH Configurations
    • 1.16.3 Core Maintenance
    • 1.16.4 Branch Working Time Setup
  • 1.17 SLA Calculation
  • 1.18 SLA Widgets
  • 1.19 Dynamic Task Allocation
    • 1.19.1 Setup Dynamic Task Allocation
      • 1.19.1.1 Plato Configuration
      • 1.19.1.2 Fact Creation
      • 1.19.1.3 Rule Creation
      • 1.19.1.4 Rule Group Creation
      • 1.19.1.5 Entry in TASK_CONFIG table
    • 1.19.2 Task Allocation Process
    • 1.19.3 Postman Collection for Rules APIs
  • 1.20 Multi-Level Authorization
    • 1.20.1 Setup Multi-Level Authorization
    • 1.20.2 Additional Field Configuration
    • 1.20.3 Upload Source for Common Core (CMC) Party Replication
  • 1.21 Event Delivery Platform
    • 1.21.1 Architectural View
    • 1.21.2 Event Publisher
      • 1.21.2.1 Party Events Maintenance
    • 1.21.3 Event Subscriber
      • 1.21.3.1 Create Subscriber
      • 1.21.3.2 Subscribe Event
    • 1.21.4 View Published Events
  • 1.22 Minor Age Validation
  • 1.23 Party De-duplication Configuration
  • 1.24 Regional Configuration
  • 1.25 Configuration Transport Maintenance
    • 1.25.1 Target Environment Maintenance
    • 1.25.2 Export
    • 1.25.3 Import
    • 1.25.4 Upload ACK
  • 1.26 Record Management
    • 1.26.1 Create Record
    • 1.26.2 View Record
• A List of Functional Activity Codes
• B List of Entity Codes
• Index