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Published 20 hours ago • verified publisher icon USStateDept

CDO - Delegate Clients

Open burgwyn opened this issue 7 years ago • 1 comments

As a CDO, I need a mechanism to delegate portions of my portfolio to another CDO So that I can transfer responsibility of clients to other CDOs

Acceptance Criteria

  • Capture current CDO and prospective CDO
  • Ability to select one or more clients for transfer
  • Confirmation including the quantity clients to be transferred before initiating transfer
  • Confirmation that the transfer was successful

burgwyn avatar Oct 25 '17 17:10 burgwyn