| CRM_PB_BR |
Example business relationship |
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| BR_WITHOUT_PCA_ACCESS |
For this br pca returns no access |
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| CRM_PB_BR_NON_PB_LOD |
Example crm-ch pb business relationship with CustomerClassificationType not LOB_PRIVATE_BANKING |
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| CRM_PB_BR_INTERMEDIARY_END_CLIENT_BR_INTERMEDIARY_RM |
Example business relationship |
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| CRM_PB_BR_INTERMEDIARY_END_CLIENT_BR_INTERMEDIARY_RM_RESTRICTED |
Example business relationship |
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| CRM_PB_BR_PRIVATE_BANKING_END_CLIENT_BR_PB_RM |
Example business relationship |
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| CRM_PB_BR_COVERAGE_DOMICILE_NOT_SUPPORTED_RM_EXCEPTION |
Br with coverage domicile not supported |
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| CRM_PB_BR_COVERAGE_DOMICILE_NOT_SUPPORTED |
Br with coverage domicile not supported |
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| CRM_PB_BR_COVERAGE_DOMICILE_REDUCED |
Br with reduced coverage domicile |
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| CRM_PB_BR_COVERAGE_DOMICILE_REDUCED_DYNAMIC_RM |
Br with reduced coverage domicile, with dynamic relationship manager |
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| CRM_PB_BR_COVERAGE_DOMICILE_REDUCED_RM_EXCEPTION |
Br with reduced coverage domicile |
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| CRM_PB_BR_CCCM_ERROR |
Br with CCCM calc error |
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| CLM_PB_BR |
Basic clm private banking business relationship with data in br_mgmt |
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| CLM_PB_BR_OTHER_RM |
Same as CLM_PB_BR but with a different relationship manager. |
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| CLM_PB_BR_MULTIPLE_ACCOUNT_HOLDERS |
Basic clm private banking business relationship with data in br_mgmt & multiple ACCOUNT_HOLDER relations |
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| CLM_PB_BR_WITHOUT_ACCOUNT_HOLDER |
Basic clm private banking business relationship with data in br_mgmt and no account holder |
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| CLM_IM_BR_WITH_NOT_ALLOWED_PARTNER_TO_BR_ROLE |
clm Intermediary business relationship with data in br_mgmt, with a not allowed partner to br role (HOLDER_OF_MANAGEMENT_POWER) |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_DOMICILE_COVERAGE_SUCCESS |
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage green |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_WITH_CONTACT_NOTES |
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage green |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_DOMICILE_COVERAGE_FAIL |
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage not green |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_INCOMPLETE |
clm Intermediary business relationship with data in br_mgmt, incomplete full profile wizard |
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| TECHNICAL_BR |
Fake technical business relationship. Allows for creation of new BRs. |
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| CRM_PB_BR_RM_INTERMEDIARY_REDUCED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_DISCONTINUED |
Example business relationship |
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| CRM_PB_EMPLOYEE_BR_CCCM_DISCONTINUED |
Business relationship with discontinued cccm state and technical rm with employee market.
And employee owned |
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| CRM_PB_EMPLOYEE_MARKET_NON_EMPLOYEE_BR_CCCM_DISCONTINUED |
Business relationship with discontinued cccm state and technical rm with employee market.
And employee not owned br |
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| CRM_PB_NO_BM_CCCM_DISCONTINUED |
Business relationship with discontinued cccm state and a market without a business manager. |
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| CRM_PB_BR_RM_INTERMEDIARY_EC_IM_DISCONTINUED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_RESTRICTED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_END_CLIENT_IM_RESTRICTED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_END_CLIENT_IM_REDUCED |
Example business relationship |
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| CRM_INTERMEDIARY_BR_RM_INTERMEDIARY_RESTRICTED |
Example business relationship |
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| READINESS_COMPLETE_WITH_FILTERED_ROLE |
Business relationship with complete readiness and filtered roles |
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| READINESS_COMPLETE_WITH_FILTERED_ROLE_CCCM_NOT |
Br with complete client readiness but client coverage is for restricted area |
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| READINESS_COMPLETE_WITH_FILTERED_ROLE_CCCM_NOT_CLOSED_BR |
Br with complete client readiness but client coverage is for restricted area with a closed br |
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| READINESS_INCOMPLETE_WITH_UNDERLYING_COMPANY_FOUNDATION_ROLE |
Business relationship with incomplete readiness and underlying company with foundation role |
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| READINESS_SCREENING_INCOMPLETE_RELATED_PARTNER |
Business relationship with incomplete screening for related partner |
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| BR_CRM_KYC_LOCK |
Business relationship locked due to CRM KYC restrictions |
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| READINESS_IS_ORCHESTRATOR_FAIL |
Business relationship where orchestrator call failed |
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| READINESS_IS_PAS_FAIL |
Br that the pas call will fail |
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| READINESS_INCOMPLETE_TRUST_ROLE |
Trust pb br that should find trust role in crn integrator |
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| READINESS_INCOMPLETE_WITH_UNDERLYING_COMPANY_TRUST_ROLE |
Trust underlying company pb br that should find trust role in crn integrator |
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| CLM_DELIVERY_INSTRUCTIONS_NO_PARTNER_DATA |
clm Delivery instructions No Partner Data |
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| CLM_DELIVERY_INSTRUCTIONS_SUCCESS |
clm Delivery instructions data green |
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| READINESS_INCOMPLETE_WITH_MULTIPLE_UNDERLYING_COMPANY_TRUST_ROLE |
Trust underlying company pb br that should find multiple trust role in crn integrator |
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