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Navigating the Persons section

Overview

The Persons section in the ORCA menu provides you with efficient management capabilities. Clickable cells in the rows allow quick access to the details view for Persons. Users can create Persons directly from this section. Basic filters enable efficient organization by Person name, Nationalities, Addresses, Tax Domicile, Mandate, and Time Travel. This section allows data export. Learn how to export here

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Clickable Rows

The Person section incorporates clickable rows. Now, users can navigate directly to the Persons’ Detail View by clicking into a cell on a specific row, providing a quick and efficient way to access detailed information about the Person. This can be very helpful for identifying missing or incorrect data that needs to be filled in for the Person

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Person Creation Capability

We've added a convenient feature that allows users to create a new Person directly from the Persons section. This simplifies the process, eliminating the need to navigate to a separate page, and saving you valuable time.

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Legal Entities & Assets Filters

To enhance the usability of the section, filters have been included. These filters cover essential parameters such as Person name, Nationalities, Addresses, Tax Domicile, Mandate, and Time Travel. This ensures that you can easily identify your Person based on a specific criteria.

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