Question: Would like to set up a model for Direct and Ultimate Ownership for Equity Pick Up with parent / child relationships. Is there a recommended source for documentation or setup?

We want the rule to be as dynamic as possible so we can create a list of accounts that should run the NCI calculation by utilizing a text field . This will allow the client to easily add and remove accounts as needed.

 

You can dynamically grab the Ownership Pct of an Entity using the code below. [This is just showing how to grab the Ownership Percentage and one piece of the full rule]

 

 

However, design of equity pick-up models/approaches can vary quite a bit depending on the customers needs and requirements…there’s not a “one model fit all”.

 

Source: Office Hours 2020-08-13 Partner Enablement