Editing EntitiesCopy Anchor Link

Entities in Strise are dynamic -- all data and relationships can be updated as new information becomes available.

You can edit existing data, delete them entirely, or add new information to an entity.

All changes are automatically reflected across Strise:

• Your team members will see the updates immediately.
• The entity page, completed reviews, and generated PDF reports are all updated in real time.

Whenever you modify data, Strise also updates its connected processes. For example:

• All new companies and people added to an entity are automatically screened against sanctions lists.
• If you change an entity's jurisdiction to one considered high-risk in your settings, the entity will be re-evaluated accordingly.
• New beneficial owners are automatically checked for PEP (Politically Exposed Person) status.

Each edit is attributed to the user who made it, so your team can always see who changed what and when.

If you don't need to make structural edits but still want to leave context, you can add comments directly on ownership details -- a quick way to communicate key information right where it's most relevant.

The screenshots show fictional demonstration data.

Strise always keeps the original version of any data field. As a user, you have peace of mind knowing that there's always an original copy.

1. Editing Company InformationCopy Anchor Link

All data fields under Company Information can be edited.

1. Hover over the field you want to update.
2. Click the pencil icon that appears.
3. The edit side panel opens, allowing you to add, remove, or modify the selected data.
4. Click Save to apply your changes.

Previous names appear under the company name when Show history is on. Turn it on to edit them.

Once saved, the updated value becomes the authoritative source for that entity, and will be used in all screening and monitoring going forward.

2. Editing RolesCopy Anchor Link

All roles associated with an entity can be edited, removed, or added.

2.1 Editing an Existing RoleCopy Anchor Link

1. Click the pencil icon next to the role.
2. In the side panel, update the role title and/or time period.
3. Click Delete role if you wish to remove it.

2.2 Adding a New RoleCopy Anchor Link

1. Click the pencil icon in the Roles section to open edit mode.
2. Select Add role at the bottom of the list.
3. Search for an existing entity in Strise, or create a new custom entity if it doesn't exist.
4. Choose the role type and time period, then save your changes.

3. Editing OwnershipCopy Anchor Link

All ownerships linked to an entity can be edited, removed, or added.

To enter edit mode, open the Ownership Chart and click the pencil icon in the top-right corner.

3.1 Editing OwnershipCopy Anchor Link

1. In the chart, click the overflow menu on the entity card you wish to edit.
2. Select Edit owner.
3. Update the ownership percentage and beneficial owner status.
4. Click Save.

If there are multiple subsidiary layers between the entity and the root company, update each ownership link individually until the ultimate ownership reflects the correct structure.

Share classesCopy Anchor Link

When the company the shares are in has share classes, the edit panel offers a Show share classes switch next to the percentage shortcuts. Turning it on lists the shareholder's holding by class: each row has a class, picked from a dropdown, and its own percentage.

• Changing the ownership percentage scales every class proportionally, so the shareholder's mix of classes is preserved when their total holding changes.
• Changing a single class sets the ownership percentage to the sum of the classes.
• Picking another class in a row's dropdown moves those shares to that class. The dropdown lists the company's share classes, including classes added in Strise.
• Add share class adds a row for another class. The trash icon removes a row, and its shares with it.
• A holding that is not split by class yet starts as one row carrying the whole holding.

The classes always belong to the company the shares are in. If you edit an ownership further up the chart, you change the shareholder's split in the company they directly own, not in the company whose chart you are viewing.

Adding and removing share classesCopy Anchor Link

In the Share classes section of the Ownership card, click the pencil icon to open Edit share classes. There you can:

• set each class's relative voting weight, for example the number of votes per share,
• add a class with Add share class, giving it a name and a voting weight,
• remove a class with the trash icon. Removing a class does not move any shares: shareholders who hold it keep those shares until you move them to another class in their edit panel.

Added and edited classes are marked Edited. Reset discards every share class edit on the company.

3.2 Deleting OwnershipCopy Anchor Link

To remove an owner:

1. Click the overflow menu on the entity card.
2. Select Delete owner.

3.3 Adding OwnershipCopy Anchor Link

To add a new owner:

1. Click the overflow menu on the entity you want to assign an owner to.
2. Select Add owner.
3. Choose to either:
   • Select an existing entity from Strise, or
   • Create a new custom entity if it doesn't exist.
4. Once added, define that entity as the owner of the selected entity.

3.4 Owners below the chart thresholdCopy Anchor Link

An owner you add or edit to a holding below the chart's ownership threshold (5% by default) is placed in the Other shareholders card of the company it owns, the same way as small owners from the register. Beneficial owners, and owners that have owners of their own, keep their own card.

When Other shareholders holds an edited owner, it gets a dashed border and an Edited badge. Click the badge to open the list, where each edited owner has its own Edited badge showing who made the edit, with an option to undo it.

4. Editing Beneficial OwnersCopy Anchor Link

Strise lets you add, remove, or edit the beneficial owner (BO) status of an entity.

You can also designate beneficial owners without direct ownership when necessary.

Who is a beneficial owner in Strise? See Ownership in Strise for more details.

4.1 Adding New Beneficial OwnersCopy Anchor Link

You can add beneficial owners either without ownership or with ownership.

• Without ownership: In Ownership & Control, click the pencil icon > + Add beneficial owner, then search or create an entity to add.
• With ownership: In the Ownership Chart, enter edit mode, add or edit an owner, and toggle "Is beneficial owner" on before saving.

4.2 Editing Beneficial Owner Status of Existing OwnersCopy Anchor Link

You can update an entity's beneficial owner status directly from either the list view or the ownership chart.

1. Locate the entity you want to edit -- in the list or the ownership chart.
2. Click the pencil icon (in the list) or open edit mode using the pencil icon in the top-right corner of the chart.
3. In the side panel, toggle "Is beneficial owner" on or off.
4. Click Save to confirm the change.

4.3 Editing Beneficial Owner Status of Indirect OwnersCopy Anchor Link

When an entity owns the root company through one or more subsidiaries, you can choose how the beneficial owner status applies:

• Beneficial owner of the root company: The entity is marked as a beneficial owner only for the root company.
• Beneficial owner of the first direct subsidiary: The entity is marked as a beneficial owner of the subsidiary, and this relationship will appear in that subsidiary's entity page and other ownership relations linked to it.

5. Data conflictsCopy Anchor Link

When the register changes an owner or role that your team has edited, Strise raises a data conflict, and someone on your team decides whether to keep the edit or use the register's value. See Data conflicts for where conflicts appear and how to resolve them.