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After you group clients as "client composites," by creating a parent-child relationship among these clients, you can submit Eagle Insurance reports or submit the ISTAR Refresh/Validation requests at the Client composite level.

Once you establish the parent-child relationship, you can:

  • Submit reports at the parent third party level, to create a client level aggregate report combining values from all of the individual underlying third party clients.

  • Refresh ISTAR at the parent third party level, to refresh all of the underlying child clients.