Migration, UCC Mapping, Onboarding

Customer Onboarding - UCC Mapping, User ID and Categorization

As part of data migration, an important step is to build customer data in an excel in a set format. The data sheet will then be used for loading and creating customers as one time excercise.

While preparing the data sheet below points have to be factored:
If there are more than one holding nature for a customer then we need to link those multiple line entries with one of the UCC ID of the customer (This we call as Link UCC).
USER ID have to be unique.
License Type: If there is a customer in difference license types then License Type need to be defined with respective type. On FinFlo, for same user if there are multiple License types then they will be treated as different customer and should have different USER ID's.






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