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In the Legal Entity workspace, you can create and delete legal entities. Here you can specify industry sector information, GISC industry information, primary and credit analyst and any cross reference values generated by the enrichment. You can also establish relationship information for the legal entity by indicating the ultimate parent, acquired by a parent or counterparty.

To create a legal entity:

  1. In the Reference Data Center workspace,

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  1. in the left navigation pane, click Legal Entities.
    You see the Legal Entity workspace with all the available detail data.

  2. Click

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  1. Create New

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  1. and then select either:
    Legal Entity (US)
    Legal Entity (Non US)
    You see the legal entity fields assigned by the data strategy.

  2. Complete the options on the Create New Legal Entity panel.

  3. Click Save.

  4. Click Refresh Screen.
    You see the new legal entity in the Legal Entities workspace

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Create Legal Entity Options

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Option

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Description  

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Legal Entity Information

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Contains fields for entering issuer ID and name of the legal entity.

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Legal Entity Xreference

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Displays the cross reference value generated by the enrichment.

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General Information

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This section contains fields for entering address information, country of exposure, and country of  incorporation currency, company ticker, and indicating if the legal entity is an ultimate parent, acquired by a parent or a counterparty.

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Legal Entity Classification

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Displays industry sector information.

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Additional Legal Entity Information

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Displays the primary analyst and credit analyst.

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GICS Industry Information

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