Shares

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Shares manages the different types and classes of shares issued by entities, tracking their rights (voting, dividend, liquidation), ownership, and how they affect ownership and control structures. This use case addresses managing multiple share classes with different rights, tracking share ownership across shareholders and time periods, modeling share rights and their implications, connecting shares to corporate actions, meeting regulatory requirements for share reporting, and supporting ownership analysis and corporate governance through comprehensive share information.

The Challenge

Organizations face challenges in shares management:

• Share diversity — Entities may issue multiple types and classes of shares with different rights
• Share rights — Different share classes have different voting, dividend, and liquidation rights
• Ownership tracking — Tracking share ownership across shareholders and time periods
• Temporal changes — Share ownership and characteristics change through transactions and corporate actions
• Regulatory requirements — Different jurisdictions have different requirements for share reporting
• Valuation complexity — Determining share values and implications of share characteristics
• Relationship context — Understanding how shares affect ownership and control structures
• Data quality — Maintaining accurate and complete share records

Why EKG is Required

Enterprise Knowledge Graphs provide powerful shares management capabilities:

• Share modeling — Model different share types, classes, and their rights and characteristics
• Ownership linking — Link shares to shareholders and track share ownership over time
• Temporal tracking — Track share ownership and changes over time
• Rights modeling — Model share rights (voting, dividend, liquidation) and their implications
• Ownership integration — Connect shares to ownership and control structures
• Regulatory integration — Link shares to regulatory requirements and reporting obligations
• Corporate actions — Connect shares to corporate actions (splits, dividends, mergers)
• Multi-entity analysis — Analyze share structures across entity portfolios

Business Value

• Ownership analysis — Support ownership analysis through accurate share tracking
• Regulatory compliance — Meet requirements for share reporting and disclosure
• Corporate governance — Support corporate governance through share rights understanding
• Operational efficiency — Automate share tracking and reduce manual management
• Strategic insights — Understand share structures and ownership patterns across entities
• Due diligence — Support due diligence through comprehensive share information