Adding a New Research Jurisdiction to a Report Request

Article Content

Overview

Related Information/Setup

Navigation

Adding a New Research Jurisdiction to a Company Report Request


Overview

User must add a research jurisdiction to a report request in order to submit the request. This is done when creating a new company subject within the company report request process.


Related Information/Setup

Please refer to the Creating a New Due Diligence Company Report Request article for further information on creating a company report request.


Navigation 

  1. From the Home screen, click the Home dropdown menu.

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Home Dropdown Menu

  1. Click the Due Diligence link.

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Due Diligence Link

  1. From the Due Diligence Report screen, click the + Place Order button.

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+ Place Order Button

  1. From the Enhanced Due Diligence Report Order screen, click the + Create New link under the Select Order Subject section.

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+ Create New Link

  1. From the Create a New Company Subject pop-up, click on the + Create New link under the Required Information section.

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+ Create New Link

Adding a New Research Jurisdiction to a Company Report Request

  1. From the Create a New Research Jurisdiction pop-up, select an affiliation to a jurisdiction from the Affiliation to Jurisdiction dropdown menu.
    • Company: 
      • Country of Incorporation: The country of where the company is incorporated.
      • Country of Operation: The country where the company conducts business.
      • Location of Service Delivery: The country where the company's service is located.
      • Country of Business Interests or Assets: The country where the company owns foreign interests or assets.
      • Location of Beneficial Ownership: The country where a company's beneficial ownership is located.
      • Location of Other Registration/HQ: The country where a company's Registration or headquarters is located.
    • Individual:
      • Country of Birth: The individual's country of birth.
      • Country of Citizenship: The individual's country of citizenship.
      • Country of Education: The individual's country where they received their education. 
      • Country of Residence: The individual's country of residence.
      • Previous or Current Employment: The Indvidual's country of employment previous or current.
      • Previous or Current Residency: The individual's country of residence previous or current.
      • Other

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Affiliation to Jurisdiction Dropdown Menu

  1.  Enter the region that applies to the affiliation to a jurisdiction selected in the Region field.

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Region Field

  1. Enter the country name where the affiliation to a jurisdiction selected is located in the Start typing to find an existing field under the Country section and select a country from the dropdown menu.

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Start typing to Find an Existing Field

  1. Click the Create button to create the new research jurisdiction and add it to the company subject.

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Create Button

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