Group structure
Group structure in the Entities app enables users to view ownership information in a hierarchical format.
In Group structure, you can view parents or owners of an entity as well as its subsidiaries or child entities. You can filter the group structure based on meaningful criteria such as ownership percentage, country, division, and so on. You can view the group structure as a chart for better analysis and decision making as well as save it to other formats so you can share it with others. For more information about how you can view the group structure you in a chart format using Group Structure Visualization, refer to the Group Structure Visualization section of the Help Centre.
A company's group structure is automatically generated based on shareholder and shareholding information entered in Ownership, including corporate relationships where relevant. If corporate relationships are entered, they always take precedence over shareholding records. For more information refer to the Shares and Ownership section on the Help Centre.
Note
Since the group structure is generated and calculated based on data entered in Ownership, several elements and actions can define it, including entering incorrect or unknown dates for share transactions or undoing the share history incorrectly. Make sure the data you enter in Ownership is correct and up to date.
Structure
On the Structure tab inside Group, you can select the type of group structure you want to run, select whether you want to run the structure for the companies above, below, or above and below of the selected company, and filter the group structure based on several criteria such as ownership percentage, country, division, and so on.
Tree Walker
The Tree Walker page enables you to view the immediate parents and subsidiaries of the company and easily navigate through the group structure. To walk up or down the structure, select the name of the parent or subsidiary to reveal its immediate parents and subsidiaries.
Shares Held
The Shares Heldpage shows the company's shareholdings in other companies.
Ultimate Parents
The Ultimate Parentspage displays information about the company's ultimate parents. Unless specified otherwise, the ownership of a company's shares is used to determine the ultimate parent. A subsidiary company in the system may have up to two ultimate parents, depending on the level of share ownership in the company or on other means of control such as votes in the board.
A company's ultimate parent details are not updated automatically. If a change to a company's shareholdings or a change in corporate relationships would mean a change in the company's ultimate parents, use the Update Ultimate Parents wizard to update the ultimate parent information on this page. Refer to Update ultimate parents to learn how to do that.
See also
Generate a Group Structure in the Background
