← Account Workspace · Account Maintenance
5583839595 — Relationships
Add or maintain a Joint Owner, Power of Attorney, or Authorized Signer on an existing synthetic account.
Current Relationships
| Person | CIF | Relationship | Ownership | Status | Action |
|---|---|---|---|---|---|
| Tanya Brooks | 857117855 | PRIMARY OWNER | 100.00% | ACTIVE | |
| Caleb Dawson | 857121426 | JOINT OWNER | 50.00% | ACTIVE |
Add Existing Customer
Add New Related Person
UAT control: relationship changes are written to the core Customer_Account_Relationships table so the account workspace and customer relationship views update from the same state.