3.8 Copy Account Structure

This topic describes the systematic information to Copy Account Structure. These options allow the corporate user to view the details and copy the structure to initiate new structure creation request.

  1. From Dashboard, click Menu, and then click Transactions. From Transaction, click My Initiated List.
  2. In the My Initiated List screen, click Liquidity Managementunder Non Financial.
    The My Initiated List screen displays. .
  3. Click Reference No of the account structure to copy.
    The Create Structure screen displays.
  4. Click Copy to copy the structure details and create a new structure.
    • The Create Structure – Structure Parameters screen appears.
    • Click Cancel to cancel the operation.

    Note:

    • If the Account is already part of existing pool structure or in pool part of hybrid structure. Then user cannot copy the Structure, the user needs to Create New Account Structure.
    • If the Accounts are part of the structure is inaccessible, the user needs to Create New Account Structure.
    • Refer to the respective create structure flow under Create Account Structure.