Strise

In this article we describe how you Edit, Delete and Add owners in the app. We also explain hoow you handle Ownership conflicts.

Edit Ownership

In this article we describe how you edit Roles on a company, and what happens when you do so.

Edit Roles

In this article we describe how you Edit, Delete and Add Beneficial Owners in the app. We also explain how you handle Ownership conflicts.

Edit Beneficial Owners in Strise

This feature allows you to manually create a company profile in the system when that company cannot be found through our standard search.

Creating Custom Entities in Strise

Individuals who are Ultimate Beneficial Owners (UBOs) by virtue of their role and not their ownership can be added in Strise for screening.

Registering Ultimate Beneficial Owners Without Ownership

Edit Registers

You can edit company name, legal form, industry, address, inception date.

Edit Company Information

Andrew Kessler

Edit Information in Strise

strise.ai

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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