Exercise 3: Copy configuration data between legal entities
In this exercise, you will copy configuration data from legal entity USMF into a new company called Woodgrove Bank (WOB).
Note: You need to complete Exercise 1
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Go to Workspaces > Data management.
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Select the Copy into legal entity tile.
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In the Group name field, enter
Copy to LE -
In the Description field, enter
WOB -
In the Data project operation type field, select Copy into legal entity.
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Select + Create legal entities to open the New legal entity dialog.
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In the Name field, enter
Woodgrove Bank -
In the Company field, enter
WOB -
In the Country/region field, enter
USA -
Select OK.
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Select +Add template to open the Add template dialog box.
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In the Copy from template field, enter or select
010 - System Setup -
Select Ok.
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Select Yes in the Copy number sequences field.
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Select Copy into legal entity button.
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The dialog appears with the following text “Copy into legal entity job scheduled. Please refresh the form to see current status”. Select Close.
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Select Refresh button. Continue until the job is finished.
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This process may take a while.
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When the job is finished, switch to WOB company and test your newly created legal entity.