How to Onboard a Legal Entity?

To onboard a Legal Entity, click Panel Management:

Click "Provider Panel"

Locate the company that you want to onboard the new Legal Entity:

Click the three dots in the Action column:

Click "View Profile":

You are redirected to the company profile:

Click "Legal Entities"

Click "Add Legal Entity"

Select the desired Legal Entity from the list:

The list contain all Legal Entities onboarded by the company. If expected legal entity is not in the list, you can request the provider to add the legal entity. The request process is explained here:

Click "Add"

The Legal Entity is added to the list:

Now, you can start the onboard process. The LE is inactive and the onboard status is set to " Ongoing" :

Now you have to request the necessary information from the Legal Entity. This is done by adding the questionnaire to it. The questionnaire was defined by you on the customization menu. Refer to this article to learn about Questionnaire Customization. 

Click "View Entity"

Click "Questionnaires"

Click "Add New Questionnaire"

Select Language and the Questionnaire you want to add:

Click "Add"

The questionnaire is add to the Legal Entity:

A notification is sent to the provider to answer the questionnaire. Now you have to wait until he answered. Once this is done, you will receive a notification:

The notification will say "The Provider Booz Allen Hamilton has submitted the data for your onboarding request for the legal entity Booz Allen Manchester."

Now, you have to validate the answers. To do that, go to the Legal Entity. Click "Company Profile"

Click "Legal Entities"

Click "View Entity"

Click "Questionnaires"

Click "View Questionnaire":

If the answers are satisfactory, click "Validate"

The status change to "Validated" 

Now you need to activate the legal entity. Click "Legal Entities"

As you can see the onboarding status changed to done:

Click "Activate Legal Entity"

Click "Activate"

A message is displayed

And all status are green now. 

The next step is to set the Legal Entity's risk. To do that, click "View Entity"

Click "Risk"

Click "Add Risk"

Enter the Name and Description of the Risk:

Select the Risk Category. 

You can define the risk categories in the customization menu, Taxonomy Section.

Select Risk Level

Select likelihood level

Select impact level

Type a comment: 

Click "Add"

The Risk List is Updated:

Click "Legal Entities" to see the new risk level on the list of Legal Entities:

Now the Legal Entity is ready to be used in Projects.

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