Workflow
Group related entities into corporate families.
Connect business entities with parent and subsidiary relationships. Group accounts and vendors while preserving individual registration records.
Define the organization you need to measure
A customer account, operating group and ultimate parent can describe different sets of entities. Decide which level you need for account planning, vendor analysis or portfolio reporting before grouping the records.
Identify each legal entity
Start with business registration records and available identifiers. Keep the original entity and jurisdiction attached to every record so a corporate-family view can be traced back to its component businesses.
Evaluate the relationships between entities
Use parent and subsidiary relationships to organize corporate families. Explore officers and registered agents alongside each entity to build a fuller picture of the group.
Bring the family view into reporting
Map your entity records to the groupings relevant to your workflow, then aggregate customer, supplier or portfolio data. Work with our team to bring corporate-family data into your account planning and reporting workflows.