Adding Business Unit Branches

Business unit branches represents a great way to set up a bank internal organizational structure. Follow these steps to add new business unit branches:

  1. In FintechOS Studio, go to Security > Business Unit Branches.

  2. Click the Insert button. The Add Business Unit Branch page opens..

  3. Fill in the following fields:


    Field Type Description
    Name Text The name of the branch.
    Unit Type Lookup The unit type of the record. Lookup to FTOS_ACC_UnitType.
    Parent Unit Type Lookup The parent type of the current record. Lookup to FTOS_ACC_UnitType.
    Status Dropdown

    Select one of the following statuses:

    • Inactive

    • Active

    • Draft

 7. Click Save and reload. The Business Lines section is displayed.

8. Click the Insert existing button to add a business line or create a new one. The following options are available:

  • Corporate

  • Individuals

  • Insurance

  • WM

9. Click Save and close to return to the Business Unit Branches List page.