How to identify the ultimate parent of a Consolidated Shareholder?

WLA01

I use RDP API Ownership and want to map the Consolidated Shareholder to its ultimate parent. How to do that?

[Deleted User]

Hi @WLA01 ,

A colleague of mine had another answer for you; please do let us know if it answers your question:

This is a two-step process:

• • Step 1: Make a request to fetch ultimate parents for an organization by using the endpoint ownership/v1/views/ultimateparent/shareholders-report
  • Step 2: Make a request for Consolidated Shareholders by using the endpoints: ownership/v1/views/consolidated/shareholders-report or /ownership/v1/viewsconsolidated/shareholders-history-report

And use the “UltimateParentId” from the response in step 2 to look for filed “InvestorId” from the response in step 1.

NOTE: For all consolidated shareholders that do not have any parent (“null” value in the field “UltimateParentId”), the “InvestorID’ of the fund investor should be treated as the “UltimateParentId”

[Deleted User]

Hi @WLA01

I'd advise using the DIB to find such fields for any one instrument, but to make sure that I understand your question, would you happen to have a screenshot of the kind of information you'd like on Workspace's front end?