What is Edit Ownership?
In Strise you have the option to Edit Ownership. This can be very helpful in cases where you have gotten updated information from your customer about ownership that has changed.
What happens when I Edit Ownership?
You can edit existing owners, delete them or add new ones to the chart. All of these changes will be reflected for the rest of your team in Strise, and will be updated on the Entity page and in the PDF. (Don't worry though, we always keep the original along side your edits).
How do I Edit Ownership?
Press this picture and you will get access to see our tutorial on how you Edit Ownership in the app.
What happens when the change is made?
As changes is made, so is the data. We will sanction check all new companies and people that are added, and we will PEP check all new owners which is toggled as "ultimate beneficial owner".
There will also be a small note with who did the edit and when. You can always reset the changes which removes all edits and just shows the original chart.
We have also added the option to comment when you do a edit! This can be helpful so the rest of the team can see what edits have been done, or why you have done so.