Organizations
Organization Setup
In the Organizations section, organizations can be created to group information together
for an account. An organization may be a financial institution, branch, separate location,
holding company, or a specialized group in a company that may have different information for
different transaction types.
| Feature | Description |
|---|---|
| Legal Name | Used on legal documents to identify the organization. |
| Short Name | An internal identifier used to identify a branch office or could be the same as the Legal Name. |
| Location ID | Used for the Jack Henry Core Director Interface. This is often referred to as the branch number. |
After information has been entered in the Addresses and Contacts sections, contacts and alternate addresses can be shared with an organization to provide consistency with correspondence, document preparation, and transaction creation.