| CRM_PB_BR |
Example business relationship |
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| CRM_PB_BR_WITH_LINKED_BUSINESS_RELATIONSHIPS |
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 |
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| BR_WITHOUT_PCA_ACCESS |
For this br pca returns no access |
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| CRM_PB_BR_NON_PB_LOD |
Example crm-ch pb business relationship with CustomerClassificationType not LOB_PRIVATE_BANKING |
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| CRM_PB_BR_INTERMEDIARY_END_CLIENT_BR_INTERMEDIARY_RM |
Example business relationship |
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| CRM_PB_BR_INTERMEDIARY_END_CLIENT_BR_INTERMEDIARY_RM_RESTRICTED |
Example business relationship |
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| CRM_PB_BR_PRIVATE_BANKING_END_CLIENT_BR_PB_RM |
Example business relationship |
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| CRM_PB_BR_COVERAGE_DOMICILE_NOT_SUPPORTED_RM_EXCEPTION |
Br with coverage domicile not supported |
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| CRM_PB_BR_COVERAGE_DOMICILE_NOT_SUPPORTED |
Br with coverage domicile not supported |
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| CRM_PB_BR_COVERAGE_DOMICILE_REDUCED |
Br with reduced coverage domicile |
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| CRM_PB_BR_COVERAGE_DOMICILE_LOB_MARKET |
Br with customerClassificationCds LOB_MARKET_LINK and reduced coverage domicile |
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| CRM_PB_BR_COVERAGE_DOMICILE_REDUCED_DYNAMIC_RM |
Br with reduced coverage domicile, with dynamic relationship manager |
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| CRM_PB_BR_COVERAGE_DOMICILE_REDUCED_RM_EXCEPTION |
Br with reduced coverage domicile |
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| CRM_PB_BR_CCCM_ERROR |
Br with CCCM calc error |
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| CLM_PB_BR_WITH_PCO_CONTACT_NOTES_DETAILS |
Basic clm private banking business relationship with data in br_mgmt and contact notes details from pco |
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| CLM_PB_BR_WITH_ACCOUNT_HOLDER_WITHOUT_MAIN_DOMICILE |
Basic clm private banking business relationship with data in br_mgmt but main account holder has no main domicile set |
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| CLM_PB_IM_B2B_WITH_ACCOUNT_HOLDER_WITHOUT_MAIN_DOMICILE |
Basic clm intermediary b2b relationship with data in br_mgmt but main account holder has no main domicile set |
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| CLM_PB_WITH_MULTIPLE_CONTROLLING_PERSON_CDB |
Basic clm PB BR with mutltiple controlling person cbd |
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| CLM_PB_BR_WITH_DLM_ENABLED |
Basic clm private banking business relationship with DLM enabled and
with data in br_mgmt and contact notes details from pco |
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| CLM_PB_BR_WITHOUT_PCO_CONTACT_NOTES_DETAILS |
Basic clm private banking business relationship with data in br_mgmt and WITHOUT contact notes details from pco |
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| CLM_PB_BR_WITH_ACTICO_RULE_ENGINE_VALIDATIONS |
Same as CLM_PB_BR_WITHOUT_PCO_CONTACT_NOTES_DETAILS but with mocked Actico Rule Engine validations. |
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| CLM_IM_BR_WITH_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. |
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| CLM_PB_BR |
Basic clm private banking business relationship with data in br_mgmt |
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| CLM_PB_BR_OTHER_RM |
Same as CLM_PB_BR but with a different relationship manager. |
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| CLM_PB_BR_MULTIPLE_ACCOUNT_HOLDERS |
Basic clm private banking business relationship with data in br_mgmt & multiple ACCOUNT_HOLDER relations |
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| CLM_PB_BR_MULTIPLE_ACCOUNT_HOLDERS_WITH_CONTACT_NOTES |
Same as CLM_PB_BR_MULTIPLE_ACCOUNT_HOLDERS but with a contact note. |
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| CLM_PB_BR_WITHOUT_ACCOUNT_HOLDER |
Basic clm private banking business relationship with data in br_mgmt and no account holder |
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| CLM_PB_BR_WITH_CO |
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. |
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| CLM_PB_BR_WITHOUT_CO |
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. |
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| CLM_IM_BR_WITH_NOT_ALLOWED_PARTNER_TO_BR_ROLE |
clm Intermediary business relationship with data in br_mgmt, with a not allowed partner to br role (HOLDER_OF_MANAGEMENT_POWER) |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_DOMICILE_COVERAGE_SUCCESS |
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage green |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_WITH_CONTACT_NOTES |
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage green |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_COMPLETE_DOMICILE_COVERAGE_FAIL |
clm Intermediary business relationship with data in br_mgmt, full profile complete and mccm coverage not green |
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| CLM_IM_BR_FULL_PROFILE_WIZARD_INCOMPLETE |
clm Intermediary business relationship with data in br_mgmt, incomplete full profile wizard |
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| TECHNICAL_BR |
Fake technical business relationship. Allows for creation of new BRs. |
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| CRM_PB_BR_RM_INTERMEDIARY_REDUCED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_DISCONTINUED |
Example business relationship |
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| CRM_PB_EMPLOYEE_BR_CCCM_DISCONTINUED |
Business relationship with discontinued cccm state and technical rm with employee market.
And employee owned |
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| CRM_PB_EMPLOYEE_MARKET_NON_EMPLOYEE_BR_CCCM_DISCONTINUED |
Business relationship with discontinued cccm state and technical rm with employee market.
And employee not owned br |
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| CRM_PB_NO_BM_CCCM_DISCONTINUED |
Business relationship with discontinued cccm state and a market without a business manager. |
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| CRM_PB_BR_RM_INTERMEDIARY_EC_IM_DISCONTINUED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_RESTRICTED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_END_CLIENT_IM_RESTRICTED |
Example business relationship |
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| CRM_PB_BR_RM_INTERMEDIARY_END_CLIENT_IM_REDUCED |
Example business relationship |
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| CRM_INTERMEDIARY_BR_RM_INTERMEDIARY_RESTRICTED |
Example business relationship |
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| READINESS_COMPLETE_WITH_FILTERED_ROLE |
Business relationship with complete readiness and filtered roles |
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| READINESS_COMPLETE_WITH_FILTERED_ROLE_CCCM_NOT |
Br with complete client readiness but client coverage is for restricted area |
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| READINESS_COMPLETE_WITH_FILTERED_ROLE_CCCM_NOT_CLOSED_BR |
Br with complete client readiness but client coverage is for restricted area with a closed br |
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| READINESS_COMPLETE_CLM_INTERMEDIARY_B2B |
CLM intermediary B2B with complete client readiness, PROSPECTING lifecycle, and OPENED status |
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| READINESS_INCOMPLETE_WITH_UNDERLYING_COMPANY_FOUNDATION_ROLE |
Business relationship with incomplete readiness and underlying company with foundation role |
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| READINESS_SCREENING_INCOMPLETE_RELATED_PARTNER |
Business relationship with incomplete screening for related partner |
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| BR_CRM_KYC_LOCK |
Business relationship locked due to CRM KYC restrictions |
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| READINESS_IS_ORCHESTRATOR_FAIL |
Business relationship where orchestrator call failed |
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| READINESS_IS_PAS_FAIL |
Br that the pas call will fail |
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| READINESS_INCOMPLETE_TRUST_ROLE |
Trust pb br that should find trust role in crn integrator |
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| READINESS_INCOMPLETE_WITH_UNDERLYING_COMPANY_TRUST_ROLE |
Trust underlying company pb br that should find trust role in crn integrator |
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| CLM_DELIVERY_INSTRUCTIONS_NO_PARTNER_DATA |
clm Delivery instructions No Partner Data |
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| CLM_DELIVERY_INSTRUCTIONS_SUCCESS |
clm Delivery instructions data green |
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| READINESS_INCOMPLETE_WITH_MULTIPLE_UNDERLYING_COMPANY_TRUST_ROLE |
Trust underlying company pb br that should find multiple trust role in crn integrator |
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| CO_TEAM_WITH_ASSIGNABLE_OFFICER |
Seeds LDAP with an unassigned Credit Officer. |
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| CO_TEAM_ASSIGNED |
Create Credit Officer team assigned to different areas |
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| CO_TEAM_ASSIGNED_CUSTOM_ALLOCATION |
Create Credit Officer team assigned to different areas |
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| CLM_CROSS_BORDER_PAYMENT_ADDRESS_SUCCESS |
clm Cross Border Payment Address filled |
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| HOST_SERVICE_BR_NO_HOLDER_PASSED_ON_BR |
BR with all account holders having isHolderPassedOnBr = false — for HostService failure test |
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| HOST_SERVICE_BR_WITH_HOLDER_AND_INDUSTRY_CODES |
BR with account holder passed on BR, specific industry codes and names for Host API verification |
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| CLM_PB_BR_WITH_DOMICILE_LUXEMBOURG |
Basic clm private banking business relationship with data in br_mgmt, ownership LIFE_INSURANCE and account holder domicile Luxembourg |
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| CLM_PB_BR_WITH_ACCOUNT_HOLDER_FOUNDATION |
Basic clm private banking business relationship with partner Foundation |
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