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Example business relationship
Example business relationship with linked business relationships held under different roles, to verify that the roles are displayed correctly in the linked business relationships panel. The third linked business relationship has an inactive agreement and must not be displayed, the fourth one is closed and must not be displayed either.
For this br pca returns no access
Example crm-ch pb business relationship with CustomerClassificationType not LOB_PRIVATE_BANKING
Example business relationship
Example business relationship
Example business relationship
Br with coverage domicile not supported
Br with coverage domicile not supported
Br with reduced coverage domicile
Br with customerClassificationCds LOB_MARKET_LINK and reduced coverage domicile
Br with reduced coverage domicile, with dynamic relationship manager
Br with reduced coverage domicile
Br with CCCM calc error
Basic clm private banking business relationship with data in br_mgmt and contact notes details from pco
Basic clm private banking business relationship with data in br_mgmt but main account holder has no main domicile set
Basic clm intermediary b2b relationship with data in br_mgmt but main account holder has no main domicile set
Basic clm intermediary b2b relationship with DLM enabled
Basic clm intermediary b2b relationship with KYC lock
Intermediary B2B relationship whose account holder is a legal entity instead of an individual with NOGA data
Basic clm PB BR with mutltiple controlling person cbd
Basic clm private banking business relationship with DLM enabled and with data in br_mgmt and contact notes details from pco
Copy of CLM_PB_BR_WITH_DLM_ENABLED with KYC lock
Clm private banking business relationship with DLM enabled that the credit officer user has already opened for editing: the owner lock, the DRAFT version and a DRAFT row named "Draft By Colleague" all exist, while the published version still carries "Example". Lets a test step straight into a drafted BR and assert that only the lock owner sees the draft.
Basic clm private banking business relationship with data in br_mgmt and WITHOUT contact notes details from pco
Same as CLM_PB_BR_WITHOUT_PCO_CONTACT_NOTES_DETAILS but with mocked Actico Rule Engine validations.
Same as CLM_PB_BR_WITH_ACTICO_RULE_ENGINE_VALIDATIONS but changing the BR_TYPE to INTERMEDIARY_B2B and SubType to EAM. This BR requires the zfBrCoreDataIntermediary to be set to true to work properly which the e2e tests set.
Basic clm private banking business relationship with data in br_mgmt
Copy of CLM_PB_BR whose account holder has no addresses
Copy of CLM_PB_BR whose account holder is a legal entity instead of an individual
Same as CLM_PB_BR but with a different relationship manager.
Basic clm private banking business relationship with data in br_mgmt & multiple ACCOUNT_HOLDER relations
Basic clm private banking business relationship with several related parties, one of them holding multiple non-account-holder roles, plus a servicing role and a partner without uid that both have to stay hidden, to verify the related parties panel of the br information widget
Basic clm private banking business relationship with data in br_mgmt and no account holder
PB/Standard BR managed by RM u1rm01 with credit officer u1co01 attached as a RELATIONSHIP_MANAGER_CREDIT servicing role, and u1rm01's default credit officer allocation seeded as u1co01. Lets the credit officer reassignment tests set up their fixtures without driving BR creation through the UI. Seed CO_TEAM_ASSIGNED first so the credit officers and relationship managers exist.
PB/Standard BR managed by RM u1rm01 with credit officer u1co01 attached as a RELATIONSHIP_MANAGER_CREDIT servicing role, and u1rm01's default credit officer allocation seeded as u1co01. Lets the credit officer reassignment tests set up their fixtures without driving BR creation through the UI. Seed CO_TEAM_ASSIGNED first so the credit officers and relationship managers exist.
Copy of CLM_PB_BR whose nomination type is a numbered account
Copy of CLM_PB_BR whose nomination type is a designated account (phantasy account or account with pseudonym)
clm Intermediary business relationship with data in br_mgmt, with a not allowed partner to br role (HOLDER_OF_MANAGEMENT_POWER)
Basic clm Intermediary B2B business relationship whose account holder is a legal entity
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage green
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage green
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage not green
clm Intermediary business relationship with data in br_mgmt, incomplete full profile wizard
Copy of CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_DOMICILE_COVERAGE_SUCCESS where the main holder belongs to a partner with a Swiss address.
Fake technical business relationship. Allows for creation of new BRs.
Example business relationship
Example business relationship
Business relationship with discontinued cccm state and technical rm with employee market. And employee owned
Business relationship with discontinued cccm state and technical rm with employee market. And employee not owned br
Business relationship with discontinued cccm state and a market without a business manager.
Example business relationship
Example business relationship
Example business relationship
Example business relationship
Example business relationship
Business relationship with complete readiness and filtered roles
Br with complete client readiness but client coverage is for restricted area
Br with complete client readiness but client coverage is for restricted area with a closed br
CLM intermediary B2B with complete client readiness, PROSPECTING lifecycle, and OPENED status
CLM private banking BR with OPERATING lifecycle and OPENED status for adding blocking instructions
Business relationship with incomplete readiness and underlying company with foundation role
Business relationship with incomplete screening for related partner
Business relationship locked due to CRM KYC restrictions
Business relationship where orchestrator call failed
Br that the pas call will fail
Trust pb br that should find trust role in crn integrator
Trust underlying company pb br that should find trust role in crn integrator
clm Delivery instructions No Partner Data
clm Delivery instructions data green
CLM Delivery Instructions with DLM draft mode enabled. P&S: EBANKING + EDOCUMENT
CLM Delivery Instructions with P&S: EBANKING + EDOCUMENT
CLM Delivery Instructions with addresses on invalid and in validation status with P&S: EBANKING + EDOCUMENT
CLM Delivery Instructions with DLM enabled and an open draft owned by the credit officer user: the published version has one GENERAL_CORRESPONDENCE row, one RM and one account holder; the draft additionally has an ACCOUNT_STATEMENTS row, a second RM and a second account holder, all added by the CO and saved but not yet submitted. Lets a test assert that only the lock owner sees the draft-only delivery instruction, RM and partner options.
Trust underlying company pb br that should find multiple trust role in crn integrator
Seeds LDAP with an unassigned Credit Officer.
Create Credit Officer team assigned to different areas
Create Credit Officer team assigned to different areas
clm Cross Border Payment Address filled
clm Cross Border Payment Address filled for PB BRs
clm Cross Border Payment Address filled for IM B2B BRs
BR with all account holders having isHolderPassedOnBr = false — for HostService failure test
BR with account holder passed on BR, specific industry codes and names for Host API verification
Basic clm private banking business relationship with data in br_mgmt and ownership LIFE_INSURANCE
Basic clm private banking business relationship with data in br_mgmt, ownership LIFE_INSURANCE and an Insurance Broker Partner
Basic clm private banking business relationship with data in br_mgmt, ownership LIFE_INSURANCE and account holder domicile Luxembourg
Basic clm private banking business relationship with partner Foundation
Minimal carrier BR that seeds a Foundation and every partner used by FOUNDATION_RELATION_ROLE_MAPPING. The BR under test is created by the UI and is not represented by this setup.
Minimal carrier BR that seeds a Trust and every partner used by TRUST_RELATION_ROLE_MAPPING. The BR under test is created by the UI and is not represented by this setup.
Minimal carrier BR that seeds a domiciliary company, its underlying Trust, and every partner used by UC_TRUST_RELATION_ROLE_MAPPING. The BR under test is created by the UI.
Minimal carrier BR that seeds a legal entity, its underlying Foundation, and every partner used by FOUNDATION_RELATION_ROLE_MAPPING for UC Foundation creation. The BR under test is created by the UI.
Copy of CLM_PB_BR where the main holder belongs to a partner with a Swiss address.
Copy of CLM_PB_BR with KYC lock.
| Username | Description |
|---|---|
| u11111 | RM |
| u11114 | RM with employee br rights |
| u30001 | CDS user |
| u33333 | ITSO user |