UmbrellaAgreementParty
Type CDM 7.2.0Specifies the entities that are part of the umbrella agreement.
Extends —
Extended by —
Attributes 5
Namespace cdm.legaldocumentation.common
Attributes
All 5 declared on UmbrellaAgreementParty. Cardinality in amber is required.
| Name | Type | Card. | Description |
|---|---|---|---|
| party | Party | 0..1 | Specifies the party to the umbrella agreement |
| actingAs | CounterpartyRoleEnum | 0..1 | Specifies the CounterpartyRoleEnum, e.g. either Party1 or Party2, that is associated to the party. |
| partyRole | UmbrellaPartyRoleEnum | 0..1 | Represents the legal role that each defined entity to the agreement performs within the structure of that agreement. |
| nonLegalEntity | NonLegalEntity | 0..1 | Specifies a non-legal entity that exists in the agreement with a defined relationship to a Legal entity to the agreement. |
| parentParty | Party | 0..1 | Represents the identification of a parent child relationship between two entities in the Umbrella agreement, allowing non-legal entities to be linked to the appropriate legal entity and allowing funds, portfolio or managed accounts to be linked to their applicable Investment Manager or Agent within the agreement. |
Conditions
Validation rules the model enforces on this type, in Rune. An instance that breaks one of these is invalid CDM, whatever produced it.
ParentParty Condition
Specifies that certain defined roles require that a parent party is identified.
if partyRole = UmbrellaPartyRoleEnum -> Sleeve
then parentParty exists UmbrellaParty Condition
Only a Party or a non-Legal entity can be set.
required choice party, nonLegalEntity NonLegalEntityParent Condition
Non-Legal entity must have a Parent Party.
if nonLegalEntity exists then parentParty existsReferenced by
1 type holds an UmbrellaAgreementParty as an attribute.
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