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  1. Do one of the following:
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Setup > Third Party Details > Create Third Party Details.
    - In Accounting Center, in the left navigation pane, click Setup > Portfolio Setup > Third Party Details > Create Third Party Details.
    You see the Create Third Party Details panel.
    Create Third Party Details panelImage RemovedCreate Third Party Details panelImage Added
  2. Complete the options on the panel.
  3. Click Submit.

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