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Source of Related Party trigger conditions?

  • December 3, 2025
  • 1 reply
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When adding logic to Related-Party requirements, what should the ‘Source’ be for the trigger conditions?

Best answer by Dylan Saunders

The source should be Related Client if you want the Related-Party requirement to trigger off of a requirement captured by its main entity i.e., Legal Entity Type = Bank.

If you want it to trigger of a requirement captured by the Related-Party itself i.e., Relationship = Shareholder, then the source should be Current Entity.

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  • December 16, 2025

The source should be Related Client if you want the Related-Party requirement to trigger off of a requirement captured by its main entity i.e., Legal Entity Type = Bank.

If you want it to trigger of a requirement captured by the Related-Party itself i.e., Relationship = Shareholder, then the source should be Current Entity.