Example: Build a consumer tree

Build your tree to reflect the structure of your business structure.

Note:

You may see different default consumers and sub-consumers if you installed Symphony.

Create consumers that reflect your business structure.

If in the Toronto cluster you have three areas (Fixed Income, Derivatives, and Equities), all reporting to the Markets department who reports to no one, then create your structure as follows:

If your company also has the department Risk Management, which reports to no one, add Risk Management to the structure at the same level as Markets:

If Equities is split into Equity Trading and Shares, your structure looks like this:

If you add Trading without any sub-consumers and Research and Development under Risk Management, the consumer tree looks like this: