Viewing Financial Transactions for Nominees

Financial transactions between the organization and nominees are automatically recorded by the system on the list of financials for the case. The case financials list displays the name of the nominee who received the payment or bill, the amount of the transaction, the type of transaction, for example, payment, and the date from which the transaction is effective.

A view of all payment instruments that are issued to a person is provided from the Participant Manager. This view lists all payments issued to a person in their capacity as a nominee across all cases. For example, if a person is a nominee on two cases, payments issued to the person in respect of both cases are displayed.