Adding Related Entities from the Repository

You must add the related entities of customers associated with the repository to the Lending Cloud application from the repository.

Note    If you associate an existing customer with the repository, you must delete any related entities of the customer that were added within the Lending Cloud application, and add them from the repository.

To add a related entity from the repository

1.     Select General > Related Entities > Add/Modify/Delete.

2.    On the Related Entity Information screen, click Add New.

3.    On the Related Entity Setup screen, click Search Repository.

4.    On the Enter Any Combination of Search Criteria screen, enter information for the desired related entity that is contained in the repository.

5.    Click Search Core System.

6.    In the Search Results area, in the Action column, click Add Related Entity.

Tip     You can click View Core Data to view, and Hide Core Data to hide related entity details from the repository in your search results.