Add the broker account to the application – Symphonix

Log in to your Salesforce account.
Go to the Applications tab, and select an application as needed.
Go to the Parties tab, and select Add Party icon.

Selecting Add Party icon displays the following options:
- New Relationship (Not applicable for Broker Commission)
- Existing Relationship
Select an existing relationship and select the nature of the relationship from the following options, and then select Next:
- Business Relationship
- Personal Relationship
Search for the account and select it, then select Next.
Verify and edit the details as required, and then select Next.
Select the Party Type as Broker, and then select Next.
Note
- If you are selecting the Party Type as Broker for a non-broker account, the following error message is displayed:
  
  Error message
```
You are trying to add a non-broker account as a broker party to the application, please select valid account.
```
- If you are selecting the Party Type other than Broker for a broker account, the following error message is displayed:
  
  Error message
```
You are trying to add a broker account as a party to the application and assign different role, please select valid account.
```
Select the Electronic Consent checkbox, and then select Save.

Selecting Save adds the account to the party.
Note
- If there is any default commission plan added for the selected broker account, then the applicable commission gets added automatically for the application.
- The following three sections get displayed for the broker account:
  Party Details
  
  Account Name
  
  Account Description
  
  Account Number
  
  Account Phone
  
  Legal Entity Type (read only field when adding using existing relationship)
  
  Party Type (in this case Broker)
  
  Email
  
  Party Address
  
  Street
  
  City
  
  State/Province
  
  Zip/Postal Code
  
  Country
  
  Broker Commission
- To know about configurations, refer to Q2 Origination Administration Guide > Broker Commission.

Note

Note