This function basically allows users to establish relationship between customers within the bank or financial institution.

Customers within the bank or financial institution can be related on a personal or business basis, by assuming the following roles :

In order to maintain a relationship between customers within the bank or financial institution, firstly, each of the customer must have its customer information file (CIF) created.

However, for customer relationship maintenance involving individual customers, always select the individual customer who is in the most 'senior' ranking as the top person in the customer relationship to be the 'initiating' customer (to be maintained as the first 'Parent ID') and then select the other or individual customers to be linked.