Editing on UI

Here are the steps to follow to edit information about a counterparty.

Navigate to the counterparties page
Search for the item you wish to modify
(The search field can lookup IBANs, names and alias)
Choose the counterparty in question
On the details screen, select the 'edit' button in the top right corner

Counterparties - edit button
In side the editing modal, modify the information about the counterparty and save the changes

Counterparties - editing modal

Editing via file upload

Inside the LYNKS interface, we provide the possibility to upload counterparties. This feature allows users to either create new counterparties or update existing ones.
To successfully update existing counterparties, the interface verifies the data inside the uploaded file. The validation checks if the IBAN and BIC already exist inside the system, and will update the information known to the system with the modified information from the uploaded file.

To update a counterparty, the following steps need to be followed:

Prepare a file with the information about the counterparty (.csv, .xlsx, .xls)
Inside the counterparty section of LYNKS, select the 'Upload counterparties' button in the top right corner

Counterparties - Upload counterparties button
Drop your prepared file in the marked area, or select 'Browse' to find the file on your device
Confirm the uploading of the counterparty