What is family mapping for 360 reports and what benefits and conditions of Family mapping for 360 reports ?
We have an online facility for clients to map their family members and view consolidated portfolio 360 reports.
Benefits of mapping clients under single family for portfolio 360 reports are :
1. Clients can view family portfolios under a single tab.
2. If any RM exists, clients would be mapped to Group RM of Parent Code if within the same channel.
Conditions:
1. Only blood relation is allowed to be mapped.
2. Once a family is mapped it will not allow such codes to be mapped in some other family.
3. Only parent id would be able to view portfolio 360 reports at family level and current change of parent id is not allowed.
4. Family mapping would not and can not be considered for Margin/Collateral.