Viewing Ownership Hierarchies

This section provides an overview of the ownership inquiry and discusses how to:

Prepare data for ownership inquiries.
Enter ownership inquiry criteria.
Analyze ownership inquiry results.
View indirect ownership percentages.

Pages Used to Analyze Ownership Hierarchy

Page Name	Definition Name	Navigation	Usage
Ownership Inquiry Preparation	RUN_GC_OWN_FLT	select Global Consolidations, then select Consolidation Analysis, then select Ownership Analysis, then select Ownership Inquiry Preparation	Prepare data for the ownership inquiry.
Ownership Inquiry selection	GC_OWN_INQ_SEL	Global Consolidations, Consolidation Analysis, Ownership Analysis, Ownership Inquiry	Select criteria for the ownership inquiry.
Get Preference	GC_LEDINQ_PREF_SEL	Click Get Preference on the Ownership Inquiry selection page.	Select a preference to use for the Ownership Inquiry selection page. The field values defined for that preference load into the Ownership Inquiry selection page.
Save Preference	GC_LEDINQ_PREF_SAV	Click Save Preference on the Ownership Inquiry selection page.	Save the current settings to a named preference.
Ownership Inquiry summary	GC_OWN_INQ_SUM	Click Go on the Ownership Inquiry selection page.	View the direct and indirect ownership and control of subsidiaries for the selected ledger business unit.
Indirect Ownership	GC_OWN_INQ_DTL	Select a percentage link from the Indirect Ownership column or Indirect Control column on the Ownership Inquiry summary page.	Review details about indirect ownership and indirect control percentage for the selected parent and subsidiary.

Understanding the Ownership Inquiry

When ownership of subsidiaries has a complex structure, it is useful to examine exactly what subsidiaries a parent owns and controls, both directly and indirectly. The ownership inquiry displays the direct and indirect ownership of a parent and subsidiaries. For example, Parent 1 may directly own Sub A 80% and Sub A owns Sub B directly at 50%. As such, Parent 1 owns Sub B 40% indirectly.

The underlying structure of this inquiry is an ownership inquiry table. In order to populate this table, you use the Ownership Inquiry Preparation run control page to run the Ownership Inquiry Preparation engine. On the Ownership Inquiry Preparation run control page, the user enters the description, business unit, scenario, and as of date. The business unit, scenario, and as of date are used to obtain the ownership group from the model. The engine takes the as of date and uses this date to compare against the current effective date of the ownership rules, ownership rule set, and ownership group. The engine then processes ownership rules and flattens the data into the ownership inquiry table.

For example, if the current effective date of the ownership group, ownership rule set, and ownership rules is 01/01/2000, and the user enters an as of date of 01/01/2005, then the ownership inquiry table is populated based on the rules of 01/01/2000. (The engine takes the current effective row as of the date specified).

The ownership inquiry table is populated with keys such as business unit, scenario, and as of date. The as of date in the table is populated with the as of date from the run control. The run date (the date the engine was run) is also stored on the ownership table for informational purposes, but is not a key.

After the ownership inquiry preparation engine has been run, the user can view the Ownership Inquiry data from the Ownership Inquiry page. On the page, the user enters the consolidation business unit, scenario, as of date, and parent entity to display.

Preparing Data for Ownership Inquiries

Use the Ownership Inquiry Preparation page (RUN_GC_OWN_FLT) to prepare data for the ownership inquiry.

Navigation

select Global Consolidations, then select Consolidation Analysis, then select Ownership Analysis, then select Ownership Inquiry Preparation

Image: Ownership Inquiry Preparation page

This example illustrates the fields and controls on the Ownership Inquiry Preparation page. You can find definitions for the fields and controls later on this page.

If the ownership structure has changed you should run the ownership inquiry preparation engine prior to accessing the ownership inquiry.

Unit, and Scenario ID

Specify the common consolidation business unit and consolidation scenario ID to process.

As of Date

Specify the date at which data should be processed for the ownership inquiry.

Jobstream ID

Accept the default value, GC_OWN_FLT, to use the delivered jobstream ID.

Ownership Inquiry selection Page

Use the Ownership Inquiry selection page (GC_OWN_INQ_SEL) to select criteria for the ownership inquiry.

Navigation

select Global Consolidations, then select Consolidation Analysis, then select Ownership Analysis, then select Ownership Inquiry,

Image: Ownership Inquiry selection page

This example illustrates the fields and controls on the Ownership Inquiry selection page. You can find definitions for the fields and controls later on this page.

Enter values in these fields:

Business Unit, and Scenario

Specify the common consolidation business unit and consolidation scenario to process.

As of Date

Displays the date selected for the ownership inquiry. This is based on the as of dates processed by the ownership inquiry preparation engine.

If ownership rules have changed and you want to see the current ownership structure, you should select the Run Ownership Inquiry Preparation link to prepare the data prior to using the inquiry.

Note: If the ownership preparation engine has not been run, no values will be available on the Ownership inquiry page.

Run Date

Displays the date on which the ownership preparation engine was run for the selected As of Date.

Parent Entity

Specify the parent entity whose subsidiary ownership you want to view.

Run Ownership Inquiry Preparation

Select to access the Ownership Inquiry Preparation run control page.

Ownership Inquiry Summary Page

Use the Ownership Inquiry summary page (GC_OWN_INQ_SUM) to view the direct and indirect ownership and control of subsidiaries for the selected ledger business unit.

Navigation

Click Go on the Ownership Inquiry selection page.

Image: Ownership Inquiry summary page

This example illustrates the fields and controls on the Ownership Inquiry summary page. You can find definitions for the fields and controls later on this page.

Using the Ownership Summary - Ownership Grid

The Ownership Summary - Ownership grid displays the subsidiaries who are owned directly or indirectly by the parent and the percentages of direct, indirect, and total ownership.

Subsidiary, Subsidiary Description

Subsidiary that is owned directly or indirectly by the parent.

Direct Ownership

Percentage of the subsidiary that the parent owns directly.

Indirect Ownership

Percentage of the subsidiary that the parent owns indirectly. This is calculated by multiplying the percent of the owned subsidiary that the owning subsidiary owns, times the percent of the owning subsidiary that the parent owns. For example, Parent 1 may directly own Sub A 80% and Sub A owns Sub B directly at 50%. As such, Parent 1 owns Sub B 40% indirectly.

Total Ownership

Total of both the direct and indirect ownership of a subsidiary.

Using the Ownership Summary - Control Grid

Select the Control tab in the Ownership Summary group box to view the Ownership Summary - Control grid. This grid displays the direct control, indirect control, and total control (sum) of the subsidiaries who are owned directly or indirectly by the parent.

Viewing Direct Ownership Percentages

You can select the link in the direct ownership column to view and update the related ownership rule.

Indirect Ownership Page

Use the Indirect Ownership page (GC_OWN_INQ_DTL) to review details about indirect ownership and indirect control percentage for the selected parent and subsidiary.

Navigation

Select a percentage link from the Indirect Ownership column or Indirect Control column on the Ownership Inquiry summary page.

Image: Indirect Ownership page

This example illustrates the fields and controls on the Indirect Ownership page. You can find definitions for the fields and controls later on this page.

The top of the page shows the Total Indirect Ownership and Total Indirect Control percentages owned by the parent of the selected subsidiary. Select the Summary hyperlink to return to the Ownership Inquiry - summary page.

The Ownership Details group boxes contains sequence grids that show the details of how the indirect ownership and indirect control are calculated. Within each sequence grid, the following fields are displayed:

Indirect Ownership

Displays the total indirect ownership percentage calculated for the sequence.

Indirect Control

Displays the total indirect control percentage calculated for the sequence.

Parent, Parent Description, Subsidiary, Subsidiary Description

Displays a row for each parent and subsidiary in the sequence. The sequence begins with the parent selected in the inquiry and ends with the ownership of the selected subsidiary.

Ownership

Displays the percent of the subsidiary that the parent owns.

Control

Displays the percent of the subsidiary that the parent controls.

Ownership Rule

Select the hyperlink to go to the relevant Ownership Rule page.

In the example above, Mexico is owned through three sequences. The grid details how the indirect percentages are calculated. For example in sequence one, World owns 80% of Germany directly. This is the first row in the grid. In the next row, Germany directly owns 100% of Canada. In the third row, Canada directly owns 70% of Mexico. By multiplying the percentages in this grid (80 X 100 X 70), the system calculates that World owns a 56% indirect ownership of Mexico through the direct parent of Canada.