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Bulk Replace Associations in People

Nonto
Nonto
  • Updated

Improve compliance updates by efficiently replacing multiple Associations with a new Person profile in bulk.

Overview

The Bulk Replace feature allows users to select a number of existing Associations for a Person and replace them with a new profile, setting the original Associations to inactive.

Availability: All customers.

Important: A limit of 200 records can be bulk replaced at a time.

Access the Person's Profile and Associations

  1. Navigate to the People section and select the record of the person you would like to replace from multiple entities
  2. Click on the Associations tab

Filter and Select Associations

  1. Click on the Filter button to filter by the Status or the Role
  2. In the Status dropdown, select to view either Active or Inactive associations
  3. In the Roles dropdown, select the roles you wish to edit and click Apply
    • Note: All roles can be bulk replaced (except Beneficial Owners, as they're maintained in Securities as Holdings)
  4. Click on Apply
  5. Click the checkbox next to Status to select all displayed Associations for replacement, or select individual checkboxes for specific associations
  6. Click the [X] Selected dropdown

Perform the Bulk Replacement

  1. Select Bulk Replace from the dropdown
  2. In the Bulk Replace modal, click the calendar icon and select the mandatory Replacement Date*
  3. Click the + Select Profile dropdown and select to replace with a Person profile
  4. In the Search bar, type the name of the replacement record, select their profile and click the blue Confirm button
  5. Optional: Click + Add Address, select the address type, select the checkbox next to the address to use, and click Apply
  6. Click the blue Replace button to finalize the changes
  7. A green notification will appear confirming Bulk Replacement success
    • The Associations will be changed to Inactive status with an End Date in the current Person profile. When viewing the new Person profile, these Associations will appear as Confirmed status with the new Effective Date.
  8. Follow the steps outlined in the Change of Principals Task article to generate any relevant supporting documents for the replacements in each entity

Video Instructions