In RIVO the organization structure allows you to set up a tree of units; some are just logical groups, virtual teams, and internal departments, and some could be actual legal entities / subsidiaries or 'child companies.'
Marking these as "exposed unit" will allow your customers or financiers to select them as a unit to transact with.
To set a unit as an exposed unit:
- Log in as the administrator of an organization and navigate to the Organization Structure page
- Expand the hierarchy of banks and corporates.
- Click the Add Subunit/ Edit the Unit button and enter the details of the subunit.
- Select the Set this unit as an exposed entity checkbox.
- Click the Save button.
Note: This applies for Both bank and Corporate.
To verify that exposed subunits are visible when creating a new deal as a corporate:
- Log in with a corporate account and open a new deal.
- In the Applying Unit section, select the Unit that you are creating a deal for.
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- Save and continue the issuance flow.
Note:
- If you are a corporate and you are initiating a guarantee, if your units are not exposed, they will not be seen in the applicable unit.
- You have the option to designate in your My Banks /My Parties list which specific entity from your bank or parties you would like to do business with.
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