Create an individual
An individual is a natural person, typically a shareholder or appointee. In classic 实体, you can create a new individual, using a step-by-step wizard. You'll enter personal details, assign a reference ID, add address and management info, check for duplicates, and optionally set security groups.
In modernized 实体, you can view and analyze individuals created in the classic version using search and column filters.
Individuals in classic 实体
In the 实体 app, individuals can be created from:
- The My Portal page
- The New Records option on the Global Banner.
- The Individuals tab in the All Searches page
- Go to All Searches > Company Search > Wizard > New Individual.
The New Individual Wizard opens.
- Enter the first name and surname of the new individual into the fields provided.
Note
If a surname is double-barreled, for example, "du-Pont", or contains more than one word, enter a hyphen or an underscore between each word, such as du-Pont or du_Pont. The underscore does not display when printed. It acts as a separator, to ensure that the different parts of the surname appear in the correct order.
Select Show me now to automatically generate a quick reference, or manually enter one into the field provided. Select Next.
On the Addresses screen, choose the wand next to Home and select the one-off address option to record a home address for the individual, then select Next.
- On the Management Details screen, specify the user that manages this record and provide other management details. Select Next.
Management details are used to assist with management of the record within the application. All management options can be configured in System Tools > List Manager by an administrator.
On the Details screen, statutory details for the Individual including title, occupation, nationality, date of birth and resident in information, then select Next.
On the Duplicates screen, if there are no duplicate records, select Next.
The Duplicates screen indicates the existence of any potential duplicate records, based on the individual name and date of birth. If the 实体 app finds an entity record with the same or similar name and the same date of birth, it displays the records as potential duplicates. It is then up to the user to determine if the records displayed are duplicate records or are in fact entities in their own right.
- On the Extra Details screen, enter any relevant information for these fields as required and select Next.
The Extra Details screen displays any user-defined fields that have been created by the administrator.
- (Optional) On the Security screen, select the required security groups for the record. Select Next.
Any security groups that have been created appear here to enable the user to add the individual to the relevant group. Refer to Security Groups to learn more.
- On the Actions screen, select the appropriate action for the event and select Finish.
Individuals in modernized 实体
The modernized 实体 experience allows you to view and analyze individuals created in classic 实体.
说明
您可以在现代化 实体 和经典版 实体 中查看此信息。若要更改数据，请使用经典版 实体。有关这两种 实体 体验的详细信息，请参阅Modernized 实体。
表中的每一列都包含自动调整当前列大小、自动调整所有列大小或将列宽重置为默认值的选项。
说明
在现代化 实体 列表页面上，默认情况下会隐藏历史记录以与经典版保持一致（经典版仅显示活动的或当前的项目）。
To view individuals in the modernized 实体, navigate to Individuals and use the following options:
Search Enter a name to view their details from the individuals table.
Columns The Individuals page includes the Columns feature for better navigation. For more information, refer to Columns.
Sorting or ordering Use multicolumn sorting on the Individuals page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.
For more information on the details page, see Individual details in modernized 实体.
