TABLE OF CONTENTS


Company Unwrap Automation

Setting up this automation requires admin access to platform Settings. If you don't have Settings access, ask an admin on your account.

The Company Unwrap automation streamlines case setup by automatically unwrapping a company's structure as soon as a case is created, or as soon as Start Unwrap is clicked. Each layer refers to one level of the shareholding structure: layer 1 is the company's direct shareholders, layer 2 is their shareholders, and so on.

Setting up the automation

  1. Go to the Automations tab in platform Settings.

  2. Choose how many layers down the shareholding structure you'd like the automation to process.

  3. Save your changes

Using conditions with automations

As with any automation rule, you can add conditions to control when the unwrap triggers. This is useful if you want to:

  • Exclude specific jurisdictions, for example ones where unit consumption is high.

  • Only unwrap for certain entity types.

This ensures the initial unnwrap is started. 


This setup ensures the initial unwrap begins automatically, saving time and improving consistency across case.



How it works

To trigger the automation:

  • Select the correct country when creating the case.

  • Enter the company registration number. For Australian companies, we recommend using the ACN (Australian Company Number).

Once the case is submitted, the automation unwraps the company structure based on your configuration


Tip: Even if you don’t complete the full unwrap via automation, this is a great way to quickly get started. From there, you can manually choose how far down the shareholding structure you’d like to explore.



Troubleshooting Tips

If the company unwrap automation does not trigger as expected, check the following:

  • Make sure the company number is valid and entered in the correct format (e.g. ACN for Australian companies).

  • Ensure the country selected matches the company's jurisdiction.

  • If incorrect or incomplete information is entered, a slide-out panel will appear from the right-hand side of the screen. This allows you to manually search for the company and continue the unwrap process from there.


Please also refer to this help centre article for more tips on how to troubleshoot entity verification errors or this article for further information on unwrapping companies .