View and Edit Relationship Details

In the Relationships tab you can view hierarchal relationship details between legal entities from the individual company all the way up to the parent holding company.

To view and edit relationship details:

1. In the Edit Legal Entity window, click the Relationships tab.
   You see the Relationships tab. Information includes the Source, Relationship Type, Percent Owned, Effective Date and Legal Entity Identifier.

2. To edit any of the fields, make the appropriate changes and click Save.
   You see the Change Summary detailing the pending changes.

3. Click Submit Changes.

Add a Relationship

In the Relationship tab you can add relationship details between legal entities.  

To add a relationship:

1. In the Relationship tab, click Add Relationship.

2. In the To Issuer drop-down select an issuer.

3. In the Relationship Type field, select a relationship type.

4. In the Percent Owned field, enter the percent owned.

5. In the Effective Date field, enter the effective date.

6. Click Save.
   You see the Change Summary detailing the pending changes.

7. Click Submit Changes.