Related entity tracking varies among financial institutions, but the following data fields may be relevant for tracking purposes: customer name and number, related entity name and number, and total loan balance per entity.
Download a free related entities tracking spreadsheet.
Alogent provides proven, end-to-end check payment processing, digital, online, and mobile banking, and enterprise content and information management platforms to financial institutions. Our unique approach spans the complete transaction ecosystem —capturing and digitizing transaction data, exception tracking, and automating entire transaction and loan management workflows so that information is available across the enterprise.
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