Parent Organization

Feature Description
Parent Organization This section displays for Financial Institution Administrators when a child organization is selected or created. The information defaults from the parent organization.
Customer Number The customer number of the parent organization is set up by a Wolters Kluwer Financial Services Administrator when the organization is first created.
Short Name The preferred short name for an organization. For example, a short name for Vesstar Financial East could be Vesstar FE.
Legal Name The legal name of the organization.