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Version: 3.0.0

Entities - Basics

How can the user access the Entities Module?​

  • The user can navigate to the module by selecting "Entities" from the main menu.

What information is displayed in the data grid?​

  • The entities data grid presents a list of all entities along with their attributes, based on the selected client and the applied global and local filters.

  • Filtering Criteria: The displayed entities are based on the selected tax year, scenario, and "As of Date."

What features are available in the entities data grid?​

  • Users can drag column headers (e.g., Entity ID, "Status") into this area to group rows by the values in that column.

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  • Once a column header is dropped into the grouping area, grid organizes the data into collapsible groups based on the column value.

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  • Additional features include column sorting, filtering, rearranging columns, and resizing columns

What permissions are required to view or manage entities?​

  • Viewing Entities: All users have permission to view entities.

  • Adding/Editing Entities: All users, except those with read-only access, can add or edit entities in Compliance Cloud.

How to search for a specific entity in the Entities Module?​

  • Users can utilize the global search feature to find specific entities within the data grid.

How does the global filter affect the displayed entities?​

  • Data retrieval in the grid is determined by both global and local filter settings.

  • The local filters within the entities screen reflect the applied global filters.

What are the available local filters, and how do they work?​

  • The three available local filters are Tax Year, Scenario, and As of Date.

  • These filters are single-select and default to the values applied through the global filter.

  • The local filters display the tax years and scenarios that are assigned to the user.

  • Once a selection is changed, the grid updates accordingly.

What is the purpose of the "Actions" column?​

  • The "Actions" column allows users to manage entity records by providing options to view and edit them.

How to export entity data?​

  • Users can export data by selecting the "Export to XLSX" option from the menu (sandwich icon).

  • The exported file contains the exported data, exactly as it appears in the data grid.

Who can add a new entity?​

  • Users with edit permissions (excluding read-only users) can add entities.

How can an entity be added in Compliance Cloud?​

  • Click the menu icon (sandwich icon) in the top-right corner of the Entities module and select "Add Entity."

What information is required to add a new entity?​

Mandatory fields include Entity ID and Entity Name. Legal Entity Type, Country Incorporated, Acquisition Date.

How to add a new entity in Compliance Cloud?​

  1. Navigate to the Entities Module

    • Click on the Entities tab from the main menu.

  2. Access the Add Entity Form

    • Click the menu icon (sandwich icon) in the top-right corner.

    • Select "Add Entity".

  3. Enter Entity Details

    • Fill in required fields such as:

      • Entity ID (mandatory)

      • Entity Name (mandatory)

      • Legal Entity Type

      • Country Incorporated

      • Acquisition Date

      • Effective Date

  4. Proceed to Additional Information

    • Navigate through tabs such as Entity Types, Incorporation Details, and Key Dates to provide further details.

  5. Save the Entity

    • Click Continue to proceed.

    • Review the information and submit the form to add the entity into Compliance Cloud.

Is there an option to bulk import multiple entities instead of adding them manually?​

  • Yes, the "Import Entities" option allows bulk uploading of entity records.

What information is displayed when viewing an entity.?​

  • Entity details include sections such as General Information, Ownership, Documents, and Custom Attributes.

How to edit an existing entity?​

  • Navigate to the Entities landing screen and select the Edit Entity option under the Actions column.

Which fields can be modified when editing an entity under General Information?​

  • All fields are editable except the Entity ID.

How can a user save changes after editing an entity?​

  • After making edits, users can save their changes by selecting the Save option from the entity header

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