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Correspondent Companies is a reference table that manages partner organizations and external service providers who collaborate in delivering services to clients. These companies act as local partners, subcontractors, or affiliated entities that support the execution of client services, particularly in different geographical locations or specialized service areas.
Key Features
- Centralized partner company registry
- Classification by price type and service model
- Integration with RFA task cost management
- Support for external company collaborations
Table Structure
Fields
Field Type Description External company Checkbox Indicates if this is an external partner Live client Text Associated active client reference Company Text Company name and identifier Price type Dropdown Pricing model (Operator, Fixed, etc.)
Usage
Correspondent Companies are referenced when:
- Assigning Task Costs: Select correspondent company in RFA task cost management
- Local Service Delivery: Identify local partners for specific geographical areas
- Cost Allocation: Associate costs with specific partner companies
- Subcontracting: Manage external service providers
Actions
- Add: Register a new correspondent company
- Edit: Update company details and pricing type
- Delete: Remove a correspondent company (if not linked to active services)
Price Types
Common pricing models include:
- Operator: Charged based on operator/consultant time
- Fixed: Fixed price arrangements
- Variable: Variable pricing based on service delivery
- Commission: Commission-based pricing
Integration Points
Correspondent Companies integrate with:
- RFA Tasks: Cost allocation and local consultant management
- Financial Reporting: Cost tracking and partner payments
- Service Delivery: Coordination of multi-location services