Use the Party page to search for and select the party that you want to view and manage relationships for. This search includes parties of type Organization or Person.
If you want to see a relationship hierarchy, keep in mind that the party you search for is the root of the hierarchy. For example, if you view the corporate hierarchy for Party B, you can see Party C as the subsidiary of Party B but cannot see that Party B is a subsidiary of Party A. For more information, see: Viewing Relationship Hierarchies.
From the search results, you select the party that you want and bring up the Overview page. View the party's overview and relationship type information, including:
The relationship types that the party is involved in.
The number of relationships for each type.
Whether the relationship type is hierarchical or not.
Whether the type allows circular relationships or not.
If available, you can access more information about the party from the Additional Details field.
From the Overview page, you can choose to:
Note: You can also access the Overview page from other pages in Relationship Manager by clicking the party name.