Rules

• Only leaf units with established investor relationships are available for selection in the first list.
• Each time you change any unit selection, the grid refreshes. Additionally, when you change the primary unit selection, the contents of the consolidation unit list changes.
• The Ownership Properties page displays the values stored in the database. Therefore, after calculating percents, you should always refresh the grid to see the results.
• If the unit type is Control or Non-Legal, the consolidation method is Full. The consolidation method for this unit cannot be overridden.
• If the unit type is Holding or Legal and an override method is not specified, the effective control percent determines the consolidation method, according to the defined percent range for each method.
• If the consolidation method is not applicable, None displays. This occurs when:
  • The unit is a top holding (control holding) company but is not a descendant of the consolidation unit.
  • The unit is owned by another company and the effective control percent is null (such as when the unit is owned by a unit in another subgroup).
• The Proportional consolidation method always uses the consolidation percent displayed on the Ownership Properties page.
• Each consolidation unit can hold a different ownership percent in the selected unit, depending on the number of holding companies that hold an interest in the unit and where those holding companies reside in the hierarchy.
• If you select All (Display Only), a reporting option, from either list, the entire grid is read-only (including Override). If you select the option from the first list, every leaf unit with established investor relationship displays. For each leaf unit on the grid, the ownership percents relative to each consolidation unit display. If you select the option from the second list, the ownership percents for only the selected leaf unit displays (relative to each consolidation unit).