Solo Relationships

A solo relationship is created on the Monthly Update Process page when a customer is brought into the application that is not associated with a relationship.

The solo relationship is given the same name as the customer. If the customer is added to a user-defined relationship later, then the application removes the customer and its related instruments from the solo relationship. The solo relationship still exists as an empty relationship.

If the customer is deleted from the user-defined relationship or if the user-defined relationship itself is deleted, then the customer and its related instruments are reassociated with the appropriate solo relationship.