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(Re) Configuration of entities

Re-Configuration of Entities


With the onboarding of more business areas into the software, some restrictions come up with security profiles.

To meet these requirements, the current 'entities' will be renamed and new entities will be configured. 

 User permissions can be set up individually for each entity. The security concept itself is part of another chapter.

Example: Invoices for AMG institutional clients will be in the same entity as Invoices for AMG group clients. 

Each team (group clients and inst clients) can see all data in the instance and filter out what they need to focus on their 'own' work.

Although we separate invoices in different entities, they may share common data (products, invoices, fee types etc).

Current entitiesCurrent usersTarget Entity structureTarget user 
MEAG AMG Group clientsAMG_GC

MEAG Group clients

MEAG Institutional clients

  AMG_AAMEAG Alternative Assets
MEAG KAGGroup clientsKAG_GCMEAG Group clients


KAG_IC&AA

MEAG Institutional clients

MEAG Alternative Assets