Add an account relationship

About this task

Note: You must have the View account file related accounts permission to view the Related Accounts screen. The code for this permission is accountrelations.

Procedure

  1. Navigate to an account and click Related Accounts in the left sidebar.
  2. On the Related Accounts screen, click Add.

    You must have the Edit account permission to view the Add button. The code for this permission is editaccountsummary.

  3. On the Account Relationships screen, select a Relationship. In the base configuration, the choices are:
    • Parent of
    • Child of
    • Common Ownership

    Choose a Related Account by entering an account number or selecting the account picker icon. If you enter an account number, the number must match an existing account exactly.

  4. Select the account picker icon.
  5. In the Search Related Account screen, enter search criteria and click Search.
    PolicyCenter displays the search popup, which contains the same search fields as the Account Search screen. The search results only include accounts for which you have producer code security access.
  6. Click Select next to an account to choose it.
  7. On the Account Relationship screen, click Update to add the new account relationship.
    A related account appears on the Related Accounts screen of the related account as well.