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Create an investment entity › Investment Funding administration › Investment Funding › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable investment and investment entity owner sync

Create a business rule for an investment entity that synchronizes the investment owner with the investment entity owner. If you update the name of the investment entity owner, the owner of the corresponding investment and the Viewable by field for the investment is automatically updated.

Before you begin

Role required: sn_invst_pln_v2.investment_admin

Procedure

  1. Navigate to All > Investment Funding > Setup > Investment Entities.

  2. Open an entity for which you want to enable synchronization of owners.

  3. On the form, click the Create Funding Artifacts related link.

  4. In the dialog box, select the Create business rule to sync investment owner with investment entity owner option, and click OK.

Result

A business rule is created for the investment entity that synchronizes the owner of the investment with the associated investment entity owner when you update the investment entity owner.

Parent Topic:Create an investment entity