While adding a related party, the Relationship Manager typically collects basic data, roles, and attributes. Certain validations are implemented in the product during this process so that the data collected is consistent and appropriate.
While the preconfigured validation logic covers most regular cases, there might be some situations where the Relationship Manager might need to override the validation logic to add custom validations. The following rules can be configured to modify the behavior of both default validation.
|Rule name||Rule type||Usage|
|ValidateRelatedPartyDetails||Validate||Check if related party information, roles, and attributes are appropriate.|
|ValidateOverrideAggregateOwnershipPercentage||Validate||Check if the ownership percentage value is within prescribed limits.|
|ValidateOverrideDeemedControlling||Validate||Check if a party can be overridden for deem controlling.|Previous topic Configuring indirect related parties selection list Next topic Configuring completion logic