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Bank directory entry setup ​

Goal ​

Prepare master data so bank directory banks work end-to-end.

Who it is for ​

Managers / tenant admins with bank.manage.

Steps ​

  1. Sync platform banks for your operating countries.
  2. Add custom banks only when the platform catalog lacks them.
  3. Keep branch codes aligned with local clearing IDs.

BlueMatrix Help — product documentation for tenants