Creation of an Account Hierarchy with a Template

When you create a new account hierarchy, you can make use of the structure of a hierarchy that already exists. This is particularly useful when you want to create the same account hierarchy with a different validity period.

When you create an account with a template, a new hierarchy tree is formed. This consists of the new root account specified by you and all the subordinate accounts of the template hierarchy.

The definitions you make for the new root account (validity period) apply to all relationships in the new hierarchy.

It is only possible to create a hierarchy using a template within one hierarchy type.

If both the current and the template hierarchy belong to cash concentration, all the cash concentration amounts (minimum balance, maximum balance, minimum transfer amount) are also copied to all the copied accounts.

When you create the hierarchy tree, the system informs you how many accounts have been transferred.