In RDC, you can view many different kinds of information about Legal Entities in one area. One of the types of information that you can view is Legal Entity Relationships (i.e., parent to child relationships). In the main relationship tab, you can only see one layer of this relationship – the first level, between the given Legal Entity and its parent. In order to see more detailed information about more levels of relationships, you need to do the following steps:
To open the Relationship Viewer Screen:
- 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 tab
- You will see information about any other legal entities the legal entity has a direct child to parent relationship with.
- To see more detailed information, now click on Open Relationship Viewer.
- The screen will now refresh and show you 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 more information about other legal entities in this view, you can right click any record and select View Relationships. A new “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 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” Legal Entity relationship data created by running Issuer Relationship Builder events in Automation Center.
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