2.3.1.3 Linked Customers

The topic describes about the detailed information on the linked customer.

First linkage of a customer to a liability continues to be through (Customer to liability link maintenance) and this linkage will automatically get updated in linked customers sub-system of liability concerned with default linkage enabled.

Any subsequent linkage of a customer to other liability/ies are to be done through linked customers sub-system in liability maintenance. This way one customer can be linked to multiple liabilities. Customer who is not having default linkage with any liability through cannot be linked to a liability through linked customers sub-system.

Customers can be linked to a liability through linked customers sub-system as part of liability creation as well as amendment.

Linked customers of a liability will be replicated to common core.

Deletion of linked customers from a liability will be restricted if there are outstanding utilization/blocking transactions from the customer on any of the entities under the linked liability.

  1. On previous data segment, click Next.
    The Linked Customers screen displays.

    Figure 2-61 Linked Customers


    Description of Figure 2-61 follows
    Description of "Figure 2-61 Linked Customers"

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

    Table 2-50 Linked Customers - Field Description

    Field Description
    Customer Number Click the Search icon and select the customer to be linked to liability from the available list.
    Customer Name This field will be defaulted from the customer selected.
    Default liability Default liability is checked for a customer shown in linked customers data segment when this is updated through customer liability linkage.
  2. Click Next to navigate to the next data segment.

Parent topic: Liability Maintenance