BFS Version: 2.X
To create a user from the backoffice interface navigate to the dashboard and click on the add user icon or use the menu User Management.
...
External Reference
If you are working with external systems this is an important part. Here you can enter a text string representing for example the id of the legal entity in a separate system like a CRM.
MiFID II
...
.
...
BirthDate: enter DD/MM/YYYY
Country: which TRS country the person belongs to. If the person doesn't belong to a TRS country, XX should be used.
Type: Is prefilled, The id type for TRS reporting regarding natural persons. Can be either NID, PASSPORT or CONCAT. For Companies: LEI
Id: The TRS identification code that should be used for natural persons when performing TRS2 reporting
...