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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 panel
  2. Complete the options on the panel.

  3. Click Submit.

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