Broker’s Desktop

Use

The broker hierarchy assigned to a processing clerk is mapped in the Broker’s Desktop. You can execute different functions for organizational units in the hierarchy using Drag & Drop . You can expand the functional scope using your own functions.

Features

Enter broker report	Branches to the initial screen for broker report processing: Entering and processing a broker report
Broker report history	Lists broker reports for a broker
Broker account balance	Displays the account balance for the organizational unit with brokers and customers
Add broker	Assigns a broker and its broker contract to an organizational unit
Delete broker link	Removes a broker from an organizational unit
Maintain broker master data	Branches to broker master data maintenance
Display broker contract	Branches to the broker contract assigned to a broker
Display customers for broker	Lists the customers assigned to a broker