Triple Lock (228)
Documentation about our triple-lock suite of functionality and how to utilise it within the application itself.
Unmapped Instruments View
The Unmapped Instruments view is a custom report that evaluates all Instruments that are a part of this Entity Set that aren't mapped to an Allocation Path for this Entity Set.
Company Structure Set Entities View
The Set Entities view allows a mechanism for adding Entities to an Entity Set. Those Entities can then be included in Entity Structures within the Entity Set via Allocation Rules and Allocation Paths.
Company Structure View
The Company Structure view provides a basic view of the header information for a Company Structure and the core properties of the core Entity Set type it inherits [more info].
Company Structures
Company Structures are a form of Entity Set in the system that can contain legal Entities within it forming a contained Entity Structure. Companies are…
Person View
The Person View provides a basic view of the header information for a person and the core properties of the core Object Entity type it inherits [more info].
People
People are a form of Entity in the system that can be legal entities receiving Allocation Rule allocations.
Employees View
The Employees view allows a mechanism for relating the People in the company that are employed and their role. This is for company information and reporting purposes only.
Company Ownerships View
The Company Ownerships view allows a mechanism for creating a heiarchy of Companies. This is for information only, and doesn't replace the Entity Structure functionality of Entity Sets and their hooking into Paths and Transactions.