Entities

The Entities menu enables you to manage the cycles of all entities:

  • Financial institutions

  • Groups - Holdings

  • Companies

  • Subsidiaries

Creation

In the Entities menu, click New entity to access the creation form.

Select the entity type: Group/Holding, Subsidiary or Company and choose a name for it in the Entity Code field.

Several tabs gather the data to specify for your new entity:

  • Information

  • Identifier

  • Address

  • Resources

  • Subsidiaries

All fields marked with an asterisk * are mandatory.

Info

The Location drop-down menu enables you to find a country by entering the first three letters of its name or code.

Duplication

You may also create an entity by duplicating the data of an existing entity.

In the Entities, menu, select the entity, and click Duplicate from the Actions drop-down menu. You then access the creation form which was pre-populated by the duplication.

You must specify the Entity code.

Important

You may modify the Entity Type (Financial Institution, Group-Holding, Company or Subsidiary), but you cannot modify the Folder linked to the duplicating entity.

Modification

In the Entities menu, you can modify entities:

  • by clicking the code in the Entity column of the table,

  • by selecting the entity and clicking Change in the Actions drop-down menu.

Important

You cannot edit the following elements: Entity code, Entity type and Folder.

Deletion

In the Entities menu, you can delete an entity by selecting it and clicking Delete from the Actions drop-down menu.