Scribd
Upload
57 views2 pages

Authority Group Management: Create Group: Request Authority Group Page Batch Letters For Request Authority Group Page

The document outlines an 8-step process for creating an authority group in the Speranza Command Center: 1) A requestor requests to create a new authority group. 2) A reviewer reviews and approves or denies the request. 3) A processor selects signers, generates letters, and attaches documents. 4) The processor prints documents. 5) The processor updates attached documents. 6) The processor creates document packs per bank contact. 7) The processor sends document packs to bank contacts via email or print. 8) The processor marks off acknowledgements received from banks.

Uploaded by

api-1138913
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
57 views2 pages

Authority Group Management: Create Group: Request Authority Group Page Batch Letters For Request Authority Group Page

The document outlines an 8-step process for creating an authority group in the Speranza Command Center: 1) A requestor requests to create a new authority group. 2) A reviewer reviews and approves or denies the request. 3) A processor selects signers, generates letters, and attaches documents. 4) The processor prints documents. 5) The processor updates attached documents. 6) The processor creates document packs per bank contact. 7) The processor sends document packs to bank contacts via email or print. 8) The processor marks off acknowledgements received from banks.

Uploaded by

api-1138913
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Speranza Command Center

Authority Group Management: Create Group


Requestor (SCC Role) Processor (SCC Role)
1: Request Authority Group
3: Select Signers & Batch Letters

Request Authority Group Page Batch Letters for Request Authority Group Page
Templates: Authority Group Select 1 or 2 Wet Signers
Add Members to Authority Group Signer(s) Addition letter to Bank

Assign Internal Entities Cancel Generation Batch Skip Document Steps

Assign Internal Entities and Bank Accounts to Authority Group Page Processor (SCC Role)
4: Print Documents
Select Entity Name(s) & Account(s):
Cancel Done
Cancel Request Authority Group
Processor (SCC Role)
5: Update Attached Documents
Add File(s): Attached Document(s)
Reviewer (SCC Role)
Cancel Done

2: Review Request Authority Group


Processor (SCC Role)
6: Create Document Pack (pack per Bank Contact)

Review New Authority Group Request Page Create Pack Name: Pack name per bank contact

Create Document Pack(s) (per Bank Contact):


1) Authority Group Create letter (scanned version)
Cancel Deny Approve Send Back 2) Other Letters or Forms, including FI & IE docs

Cancel Done Create Pack

Processor (SCC Role)


7: Send Document Pack(s) to the Bank Contacts (print and/or email)

System Logic: Any accounts assigned Contact Email: Email Address of Bank Contact(s)
Email
to an IE that will inherit authorities? Documents to
(step allows creation of Auth Group in advance of Cancel Skip Sending Send Bank
linking them to any Account(s).)
(optional)

Processor (SCC Role)


No 8: Mark Off Acknowledgements Received from Bank
Documents Tab: Attached Document Actual Create. Date: Date

Cancel Done

Authority
Group
Active
Speranza Command Center
Authority Group Management: Deactivate Group

Requestor (SCC Role)

1: Authority Group Deactivate

Must remove assignment


Does the Authority Group
via Edit process Yes
have active Assignments?
before Deactivation

Deactivate Authority Group Page


Go To
Authority Groups
Edit Process
Deactivate Authority Group

Reviewer (SCC Role)

2: Review Authority Group Deactivation Request

Review Authority Group Deactivation Request Page

Cancel Deny Approve Send Back

Authority Group
Deactivated

You might also like