Company Tree Defintion and Default Settings

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Company Tree Definition

The two steps required to define a company tree are as follows:

1. Create a company
2. Add entities

1. Creating a Company

At the company list level, you can create a company but clicking on the ADD NEW button (or edit by double clicking on the line item).

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A description of the company’s attributes and corresponding permissible values are set out in the table below.

2. Adding an Entity

At the entity list level, you can create a entity by clicking on the ADD NEW button (or edit an existing one by double-clicking on the line item).

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A description of an entity’s attributes and corresponding permissible values are set out in the table below.

Company Default Valuation and Valuation Data Provider Settings

At a company’s default settings level, you can specify the default settings in respect of:

1. valuation; and
2. valuation data providers.

1. Defining Company’s Default Valuation Settings

Xplain’s default valuation settings (defined under the VALUATIONS/SETTINGS/OTHERS menu item) are automatically inherited but can be overridden at company level by selecting Company Bespoke Settings in the Valuation Settings dropdown.

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A description of a company’s valuation settings and corresponding permissible values are set out in the table below.

2. Defining Company’s Default Valuation Data Provider Settings

For the purposes of valuation data exception management, you can specify the applicable valuation data group and preferred valuation data providers.

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A description of a company’s valuation data provider settings and corresponding permissible values are set out in the table below.

Entity Default Valuation and Valuation Data Provider Settings

At the entity level, you can override the entity’s settings that are inherited by default from the parent company in respect of:

1. valuation; and
2. valuation data providers,

by setting Valuation Settings and/or Settings to Entity Bespoke Settings” instead of Company Valuation Settings and/or Company Valuation Data Provider Settings.

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