Speranza Command Center

Authority Group Management: Edit Group

Requestor (SCC Role) Processor (SCC Role)

1: Authority Group Edit

3: Select Signers & Batch Letters

Edit Authority Group Page Batch Letters for Edit Authority Group Page
Templates: Authority Group
Select 1 or 2 Wet Signers
Members (Signatories) Assignments (Internal Entities) Edit letter

Cancel Generation Batch Skip Document Steps

Change Members on Assign Internal Entities and Bank Processor (SCC Role)
Authority Group Page Accts to Authority Group Page 4: Print Documents
Cancel Done
Add or Remove Members Signer(s) Add or Remove Entity(ies) Entity(s)

Cancel Request Member Change Processor (SCC Role)

Request Authority Group Cancel
5: Update Attached Documents
Add File(s): Attached Document(s)

Cancel Done
Reviewer (SCC Role)

Processor (SCC Role)

2: Review Authority Group Edit
6: Create Document Pack (pack per Bank Contact)
Create Pack Name: Pack name per bank contact
Review Authority Group Edit Request Page Create Document Pack(s) (per Bank Contact):
Cancel Deny Approve Send Back 1) Authority Group Edit letter (scanned version)
2) Other Letters or Forms, including FI & IE docs

Cancel Done Create Pack

Processor (SCC Role)

7: Send Document Pack(s) to the Bank Contacts (print and/or email)

Contact Email: Email Address of Bank Contact(s)

System Logic: Any accounts assigned Email
Documents to
to an IE that will inherit authorities? Cancel Skip Sending Send
(step allows edit of Auth Group in advance of Bank
linking them to any Account(s).) (optional)

Processor (SCC Role)

8: Mark Off Acknowledgements Received from Bank
No
Documents Tab: Attached Document Actual Mod. Date: Date

Cancel Done
Authority
Group
Edit
Complete