Speranza Command Center

Authority Group Management: Create Group

Requestor (SCC Role) Processor (SCC Role)
1: Request Authority Group
3: Select Signers & Batch Letters

Request Authority Group Page Batch Letters for Request Authority Group Page
Templates: Authority Group Select 1 or 2 Wet Signers
Add Members to Authority Group Signer(s) Addition letter to Bank

Assign Internal Entities Cancel Generation Batch Skip Document Steps

Assign Internal Entities and Bank Accounts to Authority Group Page Processor (SCC Role)
4: Print Documents
Select Entity Name(s) & Account(s):
Cancel Done
Cancel Request Authority Group
Processor (SCC Role)
5: Update Attached Documents
Add File(s): Attached Document(s)
Reviewer (SCC Role)
Cancel Done

2: Review Request Authority Group

Processor (SCC Role)
6: Create Document Pack (pack per Bank Contact)

Review New Authority Group Request Page Create Pack Name: Pack name per bank contact

Create Document Pack(s) (per Bank Contact):

1) Authority Group Create letter (scanned version)
Cancel Deny Approve Send Back 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)

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

Processor (SCC Role)

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

Cancel Done

Authority
Group
Active
 Speranza Command Center
Authority Group Management: Deactivate Group

Requestor (SCC Role)

1: Authority Group Deactivate

Must remove assignment

Does the Authority Group
via Edit process Yes
have active Assignments?
before Deactivation

Deactivate Authority Group Page

Go To
Authority Groups
Edit Process
Deactivate Authority Group

Reviewer (SCC Role)

2: Review Authority Group Deactivation Request

Review Authority Group Deactivation Request Page

Cancel Deny Approve Send Back

Authority Group
Deactivated