Legal Entity Relationship Mapping Starter Kit

This starter kit is built for finance, legal, and tax teams who manage the company's legal entity structure, with governance and compliance teams relying on the results for oversight and sign off. It should be used whenever ownership or control relationships change, since these updates are usually tracked by hand and quickly become outdated. When that happens, governance teams lose an accurate, current view of the corporate hierarchy, which makes intercompany transactions harder to trace and can lead to inconsistent entity data across regulatory filings.

1. Download the starter kit file and double click it to install the workflow in Alteryx.
2. Open Alteryx Designer and find the kit under the Starter Kits section.
3. Open the workflow to see how the steps connect from input to output.
4. Run the workflow so it pulls in your ownership and control data and updates the legal entity structure map automatically.
5. The workflow also records ownership percentages, maps intercompany transaction flows, and lines up entity data across finance, legal, and tax systems.
6. Export the finished results from the workflow.
7. If you want extra analysis, use the included guidance to feed those results into your own AI tool for written commentary.

• A current, accurate map of the company's legal entity ownership and control structure.
• One consistent record of ownership percentages and control relationships, shared across systems.
• Clear, traceable intercompany transaction flows tied to the latest entity structure.
• Entity data that lines up across finance, legal, and tax systems for regulatory filings.
• New legal entities folded into financial reporting and consolidation without gaps.

• Runs in Alteryx Designer, desktop only.
• Delivered as a .yxi file; double click it to install.
• Available in eight languages.
• Optional AI commentary step relies on a separate AI or LLM tool that you bring yourself.

• This is a starting workflow, not a finished solution, so you will need to adapt the inputs and logic to your own entities and data.
• The workflow updates the structure map automatically, but someone still needs to review the results and sign off before using them for filings or major decisions.
• Feeding data into the AI tool and checking its output is a manual, optional step; the workflow does not do this automatically.
• Accuracy depends on the quality of the underlying finance, legal, and tax data the workflow pulls from; it lines up that data but does not replace or validate the source systems.