Custodial Account Management setup

Before you can setup this product you must perform the required prerequisite setup. See Prerequisite setup.

This table shows the required setup tasks for Custodial Account Management:

Task	Reference
Create finance dimension 10	Creating the finance dimension 10
Enable Custodial Account Management	Enabling custodial account management
Create categories	Creating a category
Create classifications	Creating a classification
Create custodians	Creating a custodian
Create funding characteristics	Creating funding characteristics
Create a site	Creating a site
Create a source of funds	Creating a source of funds
Create a dimension structure and hierarchy	Creating a dimension hierarchy
Create average daily balance	Creating average daily balance
Create custodial account record	Creating a custodial account record
Add posting accounts	Adding posting accounts
Create deliverables	Creating deliverables