Overview

This product guide describes the multi-entity functionality and its implementation in Front Office - Portfolio Management (PM).

Intended Audience

This guide is intended for experienced users who want to understand the concepts and actions of a multi-entity configuration for Front Office - PM. It is assumed that these users have experience using Front Office – PM as well as general knowledge of how to configure the application.

References

You can find additional information in the following product guides:

• WealthSuite Front Office - Portfolio Management - User Guide for a general description on how to work with Front Office – PM via the standard GUI.
• WealthSuite Front Office - Portfolio Management Web - User Guide for a general description on how to work with Front Office – PM via the standard WUI.
• WealthSuite Front Office - Portfolio Management - Format and UDS Reference Guide for working with formats.
• WealthSuite Front Office - Portfolio Management - Script Language Reference Guide for using script language and available keywords.
• WealthSuite Front Office - Portfolio Management - Data Model Reference Guide for a list of attributes of the involved entities and the description of structures that are returned by the business function.