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LEGAL ENTITY - Coggle Diagram
LEGAL ENTITY
Mandatory Information
Legal Title
Short Name
Number of Employees
Full Address
Summary of Legal Entity UI 1
Actions on Customer
Issue Payroll Agreement [Inactive - no products]
Members
New GBP
New Note
Issue aPolicy
New Task
New GBP Quote
New Quote
Demographic Change
Name change/Correction
LE Address change
New Contact info
Add Bank a/c for LE
Edit a Bank a/c
Legal Entity Change
Other Demographic Change
Customer
Edit Customer
Customer WebLogin
View Customer
Accounting
Generate Disbursement Statements
Create Payment
Generate Invoice