How to Create and Link Entities > Entity Relationships Tree View Screen

CIS > Entity Relationships Tree View

This screen displays in a tree view hierarchy entities related to the name, organization or trust selected on the Entity Maintenance screen, Customer Search screen, or any loan or deposit account screen. On the CIM GOLD CIS screens, entities are single units that contain data and functionality. Entities can be any of the following:

Account (loan, savings, certificate, or checking account)

Bank card (ATM, check guarantee, or debit card)

Group (combined statement, combined analysis, or combined earnings checks)

Institution info (the bank's name, address and phone numbers)

Location (physical, property, or residence address)

Mailing label (the address to which notices, statements and forms will be sent)

Organization

Person

Phone number

Retirement plan (a group of retirement accounts tied together)

Safe deposit box

Special text (additional information that cannot be added with any other field or entity in CIS)

Trust (name on a trust)

NOTE

On all screens and reports that display card numbers, card numbers are masked in compliance with Payment Card Industry Data Security Standards. For more information, see FPS GOLD PCI Compliance.

This tree view functionality is similar to the navigation tree at the left of all CIM GOLD screens. See the following example.

relationship tree view example

The following guidelines apply to this tree view:

•Single-clicking on an entity in the tree view will reveal a + sign if that item has other entities related to it.

•Clicking the + sign or double-clicking the item will expand the tree view so you can see related entities.

•Clicking the - sign or double-clicking the item again will contract the tree view to hide related entities.

•Clicking the <Expand All Accounts> button will expand all items in the tree view at once.

•If no + sign appears after single-clicking an item, then that item has no entities linked to it.

Some types of entities on this screen are color coded for easy identification:

Name entities are blue

Deposit Accounts are green

Loan Accounts are purple

All other entity information is black

You can preview and print reports for items displayed in the tree view using the <Preview> and <Print> buttons.