In RIVO the organization structure allows you to set up a tree of units; some are just logical groups, virtual teams, 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.
- You should now see a list of exposed subunits for that Applying Unit, Beneficiary, additional participant.
- Save and continue the issuance flow.
To verify that exposed subunits of Bank are visible when creating a new deal as a Bank:
- Log in with a Bank account and open a new deal.
- In the advising bank and issuing bank you can select the exposed Bank.
- Save and continue the issuance flow.
By following these steps, you can set subunits as exposed entities and verify that they are visible to other parties involved in deals with your organization.
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