In the hierarchy that you select to view, the specified party is at the top. You can see its children, or parties ranked lower in relationships. If the selected person or organization is not the actual root node, then you can choose to view the entire hierarchy, all the way up to the root.

By default, the hierarchy as of the current date is displayed. The hierarchy represents a structure of relationships for the date that you specify. The hierarchy displays all relationships that fit both of these criteria:

• The start date is before or the same as the as of date.

• The end date is after the as of date, or no end date exists.

This table shows an example of three relationships and their date ranges.

This table shows examples of which relationships the hierarchy would display depending on the as of date.

The hierarchy displays all existing, active relationships for the date, including relationships created and maintained with the contact and Other relationship features.

Aside from viewing hierarchies, you can also:

• Create relationships by adding children to specific nodes in the hierarchy.

• Update relationships by:

  • Changing the relationship role or date range, or both.

  • Moving parties within the hierarchy.

    Attention: To ensure accurate results when you move parties, view the hierarchy with the current date for the as of date. All moves are based on the hierarchy as it is today.

  • Removing parties from the hierarchy.

    The relationship between the selected party and its parent gets an end date of today. If you view the hierarchy with an as of date that is earlier than today, you would still see this party.

• Copy hierarchies, if available.

  Attention: To ensure accurate results, view the hierarchy with the as of date that you want to copy the hierarchy from.