Person details - legal

This list of parameters applies only to the creation of a legal person. Mandatory fields are marked with a red asterisk (*).

Field name
Description

Person type *

Select the person type.

Available options are:

  • Private (default);

  • Legal.

Customer type

Select the customer type.

Available options are:

  • Customer (default);

  • Beneficiary.

The available values can be defined on the PERSON.PERSON lookup page by selecting CUSTOMER_TYPE as the Lookup type. For more information, see Create lookup codes.

Name *

Enter the name of the legal person. This is a free-text field.

Trading name

Enter the registered trade name of the entity. This is a free-text field.

Legal form

Enter the legal form of the entity. For example, sole trader, partnership, limited company, etc.

Intra org code

Enter the unique internal organisation reference.

Residency country

Select the country of residence.

Person groups

Select a person group from the drop-down list.

To add a new person group, see Person groups.

E-mail

Enter a valid e-mail address (e.g. [email protected]).

Phone country code

Select the country code.

Phone number

Enter the phone number.

See the Person details section below as it appears when creating a legal person:

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