This topic describes about the systematic instructions to add an entity.

1. From Homescreen, click Menu, under Menu, click Configuration.
2. Under Configuration, click Entity Maintenance.
   The Entity Maintenance screen is displayed.

   Figure 2-1 Entity Maintenance

   
   

   
   Description of "Figure 2-1 Entity Maintenance"

   
   
3. In the Entity Maintenance screen, specify the fields.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-1 Entity Maintenance

   Field	Description
   Entity ID	Displays the entity ID.
   Entity Name	Displays the entity name.

View Entity

4. Click the hyperlink of the respective Entity ID.
   The View Entity screen is displayed.

   Figure 2-2 View Entity

   
   

   
   Description of "Figure 2-2 View Entity"

   
   

View Entity - Update

5. On View Entity screen, click Edit to edit the required details.
   The View Entity - Update screen is displayed.

   Figure 2-3 View Entity - Update

   
   

   
   Description of "Figure 2-3 View Entity - Update"

   
   

   For more information on fields, refer to the field description table.

   Table 2-2 View Entity - Update

   Field	Description
   Host	Displays the host associated with the entity.
   Entity ID	Displays the entity ID associated with the entity.
   Entity Name	Displays the entity name associated with the entity. User can modify the same.
   Bank Code	Displays the bank code associated with the entity. User can modify the same.
   Home Branch	Displays the home branch associated with the entity. User can modify the same.
   Foot Note	Displays the foot note associated with the entity. User can modify the same.
   Local Currency	Displays the local country associated with the entity. User can modify the same.
   Calculation Currency	Displays the calculation currency associated with the entity. User can modify the same.
   Country	Displays the country associated with the entity. User can modify the same.
   Payment Region	Displays the payment region associated with the entity. User can modify the same.
   Allowed Account Types	Displays the account types selected for the entity. User can modify the same.
   Date Format	Displays the date format configured for the entity. User can modify the same.
   Date Time Format	Displays the date time format configured for the entity. User can modify the same.
   Time Format	Displays the time format configured for the entity. User can modify the same.
   Time Zone	Displays the time zone associated with the entity. User can modify the same.

6. Click Save to save the details.
7. Click Cancel to cancel the details.
8. Click Back to navigate to previous screen.

Add Entity

9. On Entity Maintenance screen, click Add Entity to add the new entity.
   The Add Entity screen is displayed.

   Figure 2-4 Add Entity

   
   

   
   Description of "Figure 2-4 Add Entity"

   
   
10. In the Add Entity screen, specify the fields.

    Note:

    The fields marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 2-3 Add Entity

    Field	Description
    Host	Select the host for the entity from the drop-down list. The host defines the system or environment with which the entity will be associated.
    Entity ID	Specify the ID for the entity. This ID serves as a distinct identifier that differentiates the entity from others within the system.
    Entity Name	Specify the name of the entity corresponding to the specified ID.
    Bank Code	Specify the bank code associated with the entity. The bank code uniquely identifies the financial institution linked to the entity
    Home Branch	Specify the home branch linked to the entity. The home branch represents the primary branch of the bank or organization where the entity is registered or managed.
    Foot Note	Specify the footnote information related to the entity. The footnote provides additional context, explanations, or remarks that may be useful for understanding the entity’s configuration, purpose, or special conditions.
    Local Currency	Select the local currency linked to the entity from the drop-down list.
    Calculation Currency	Select the calculation currency linked to the entity from the drop-down list.
    Country	Select the country associated with the entity from the drop-down list.
    Payment Region	Select the payment region associated with the entity from the drop-down list. The options are: INDIA USA SEPA KSA
    Allowed Account Types	Select the account types to be associated with the entity. The options are: Conventional Islamic Deposit
    Date Format	Select the date format to be associated with the entity. The options are: short medium long full
    Date Time Format	Select the date time format to be associated with the entity. The options are: short medium long full
    Time Format	Select the time format to be associated with the entity. The options are: short medium long full
    Time Zone	Select the time zone to be associated with the entity.

11. Click Save to save the details.
12. Click Cancel to cancel the details.
13. Click Back to navigate to previous screen.