Lake Tahoe Bank would like to capture their commercial customers in FSC.

To capture and display commercial customersand their parent companies, Lake Tahoe Bank SF Admin can use the following steps:

Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.

Leverage Groups to capture the majority owner of acommercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and managehousehold and business relationships1.

Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.

Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1