Home > CreditMatrix Overview > Account set up management

The account set up management solution provides several futures for managing a customer's account information including setting up new accounts.

Here are some of the key features:

Organizational Linking
This feature allows you to capture the relationship between companies, be it affiliate, parent or subsidiary relationships. CreditMatrix uses these relationships to dynamically aggregate credit risk exposure to a group of related companies.

Portfolio Assignments
In CreditMatrix, accounts are grouped into portfolios. This feature allows you to re-assign accounts between portfolios to reflect a risk manager's portfolio responsibility.

Account Administration
CreditMatrix provides a full-featured customer account information administration, including new account set up and updating changes to existing account information.








 



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