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- In the Reference Desk workspace, in the left navigation, click Legal Entities.
You see the Legal Entities workspace with all the available legal entities. - Complete the required search criteria and click the Search.
You see the search results based on the criteria you selected. - Select the legal entity to you want to view and double click the record to open it.
- To see relationship information, click the Relationship tabYou will see information about any other .
You see information displayed about other legal entities the legal entity has a direct child-to-parent relationship with. - To see more view additional detailed information, now click click on Open Relationship Viewer.
The screen will now refresh and show you screen refreshes and displays all available layers, from the given legal entity up to its ultimate parent, as well as any children and grandchildren of the given legal entity. - To see To view more information about other legal entities in this view, you can right click any record and select View Relationships. A new “breadcrumb” breadcrumb arrow will appear for the new legal entity and the screen will refresh with the new legal entities detailed information. You can get back to the original information by selecting the leftmost “breadcrumb” arrow.
- You can Click Close Relationships Viewer to close the screen by selecting Close Relationships Viewer.
Note that using this screen requires you to be using the Issuer Relationship Builder Engine. Data in the Relationship Viewer screen is based on the “flattened” flattened Legal Entity relationship data created by running Issuer Relationship Builder events in Automation Center.