Create a Legal Entity

Owned by Pamela Totas (Deactivated)
Last updated: Aug 07, 2023
1 min read

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

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

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

  4. Click Save.

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