People

"Infront Advisory Solution consulting process" module or "People management" module

The object "person" describes a natural person. These can be linked to holders, interested parties, portfolios, securities accounts or accounts in order to describe relationships such as those between the principal and the authorized representative or between a legal representative and a minor. In this example, the minor is the holder and the legal representative is the person. The holder is the more comprehensive and central category, as no portfolios, accounts or securities accounts can be assigned to an interested party.

In addition to the master data, you can also make settings for the Infront Customer Account and Postbox (dashboards and postbox) of the persons in the person properties.