Legal Entity Relationship Mapping

Overview

This Starter Kit helps finance, legal, and tax teams maintain an accurate, current map of the legal entity structure by automating updates when ownership or control relationships change. Intercompany transaction flows are traceable from a single source of record and entity data is consistent across regulatory filings.

In addition to core workflows, this kit includes guidance for effectively using AI tools alongside the workflows to enhance output.

What problem does it solve?

Ownership structures change frequently, but entity registries and relationship maps are often maintained manually, leaving governance teams without a reliable and up-to-date view of corporate hierarchies and exposures.

What’s included?

• Entity Hierarchy Change Auto-Updater. Reflects changes to the legal entity hierarchy automatically so the structure map stays current when ownership or control changes.
• Ownership and Control Relationship Recorder. Maintains ownership percentages and control relationships in a single, consistently structured record across all systems.
• Intercompany Transaction Flow Mapper. Maps intercompany transaction flows from the current entity structure so teams do not need to reference outdated org charts.
• Cross-Function Entity Data Consistency Aligner. Aligns entity data across finance, legal, and tax systems so regulatory filings draw from a single consistent source.
• New Entity Reporting Structure Integrator. Integrates new legal entity additions into financial reporting and consolidation structures promptly so reporting gaps do not develop.
• Optional AI Guidance. Learn how to generate financial commentary using AI.

Extending your workflow with AI

This Starter Kit is AI-ready, meaning it’s designed to help you leverage AI tools more effectively with structured, analysis-ready data. With this Starter Kit, you can:

• Prepare high-quality, structured data ideal for LLMs
• Apply AI tools more effectively and consistently
• Combine deterministic analytics with generative AI for enhanced outputs

How it works:

• Build and run the Alteryx workflow to prepare and analyze your data
• Export structured outputs
• Use the included guidance to input results into your preferred LLM

How to use this Starter Kit?

After downloading, you’ll be redirected to our How to Use Starter Kits page for step-by-step guidance on installing, locating, and exploring Starter Kits in Alteryx.