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Idea Submitted

Agreement Manager - Party Hierarchy / Grouping in Agreement Manager (distinct from Merge)

Categories:Agreement Manager
  • July 14, 2026
  • 0 replies
  • 3 views

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Today, Agreement Manager only supports two party actions: Merge and Set As Internal Party. There's no way to represent a parent-subsidiary or affiliate relationship between two distinct parties without collapsing them into a single record via Merge.

This is a problem when parties are legally separate entities but organizationally related — e.g.:

Company A
└─ Subsidiary B

Merging isn't appropriate here because Company A and Subsidiary B are separate legal entities, each with their own agreements, obligations, and signing authority. Merging would incorrectly consolidate their agreement history and identity.

Request: Add a "Group" / hierarchy action alongside Merge and Set As Internal Party, allowing users to link parties as parent/child (or peer group) without merging their records. This would let users:

  • Define a hierarchy (e.g., Company A as parent, Subsidiary B as child)
  • Roll up or filter agreements by hierarchy, to see all agreements tied to a corporate family, not just one legal entity
  • Keep each party's agreements, obligations, and identity intact and separate

Why it matters: Without this, users either merge parties incorrectly (losing entity separation) or have no way to see cross-entity agreement relationships at all, making it hard to assess total exposure/relationship with a corporate group.