Real-World Example
ABC Collections has two business units: Medical Collections and Retail Collections. Each unit should have its own sub-account so consumers, imports, users, and reports stay organized.
A parent account user should be able to review allowed activity across both sub-accounts, while a sub-account user should only see the records they are allowed to access.
Visual Flow
How It Should Work
- It should allow the creditor to manage sub-account records.
- It should allow the creditor to sort by created date, sub-account name, unique ID, and each displayed pay-term value.
- Consumers, imports, reports, and users should remain connected to the correct sub-account when applicable.
- Parent account users should be able to see the correct combined or filtered view based on access.
How It Should Not Work
- It should not mix data between unrelated sub-accounts.
- It should not let a sub-account user access records outside their allowed scope.
- It should not break reports or imports that depend on sub-account assignment.
Last modified on August 14, 2026
