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Third party details
Details are held about other organisations or professionals who provide a service or interact with core business activity. Examples include insurance companies, solicitors and introducers etc.
This information can be viewed from the perspective of an individual customer to show all the parties carrying out an activity on the account. Information can also be viewed from the perspective of the organisation or professional to show a picture of the involvement of that particular party across the full business.
- Customer based design
- High level of parameterisation
- Minimal batch processing
- High level of automation
- Management information
- Third party details
- Scalability