Structure diagrams

A structure diagram draws a client's group from their relationships: the people, companies, trusts and funds connected to them, and how. It's built for you as you record relationships, so there's nothing extra to maintain.

Why it helps

• See a whole family group or business structure at a glance.

• Spot missing directors, shareholders or trustees before you onboard or run ID checks.

• Download a PDF to file, send to a colleague or take to a client meeting.

Open a structure diagram

1. Go to Clients and open the client.

2. Click the Relationships tab.

3. Click Structure.

The diagram includes everyone connected to the client, directly or through other clients. For example, opening a company shows its directors and shareholders, the family trust that holds shares, and that trust's trustee and beneficiaries.

Read the diagram

• Each box is a client, with its entity type. The client you're looking at has a highlighted border.

• Lines join related clients. The badges on a line show each role, for example Director or Shareholder.

• Ownership roles show the percentage held. Hover over a badge to see the number of shares and the start and end dates.

• Hover over a client to highlight its connections and fade everything else.

• Use the controls in the corner to zoom in and out or fit the diagram to the screen. You can also drag to move around.

Explore the group

Click any client in the diagram to centre the diagram on them. The heading shows Centred on and the client's name. Click Back to this client to return to the client you opened.

Very large groups show part of the structure with a message saying so. Clients that have more relationships than are shown are marked. Click one to explore the structure from there.

Show ended relationships

Ended relationships are hidden so the diagram shows the current structure. Turn on Show ended to include them. Ended roles are faded and marked Ended when you hover over them.

Download a PDF

Click Download PDF to save the diagram. The PDF matches what you're looking at, including ended relationships if Show ended is on.

Tip: If the diagram looks incomplete, check the relationships on the clients involved. A client only appears once a relationship links them to the group.