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Company Subsidiary Quick Create

Context and Why This Exists

When you are mapping a corporate group, creating each subsidiary through a full manual flow can be slow and repetitive.

Quick subsidiary create is designed to help you capture an initial corporate structure faster. You can add a child company directly from a parent company node and get the default shareholder link in the same action.

This is especially useful during first-pass modeling, when speed and structure capture matter more than entering every company detail immediately.

What the Feature Does

From a selected company node in the ownership diagram, you can click a plus action to:

  1. Create a new company named Sub Co.
  2. Place it below the selected parent (with collision-aware positioning).
  3. Create a shareholder relationship from parent to child with:
    • Number of shares: 1
    • Share class: Ordinary Shares

How to Use It

  1. Open an ownership diagram.
  2. Click a company node to select it.
  3. In the node halo, click the plus handle with tooltip Create subsidiary (Sub Co).
  4. Wait for the new node to appear below the parent.
  5. Confirm the shareholder link is present.

Edge Cases and Expected Behavior

The plus action only appears on company nodes

  • The quick subsidiary handle is intentionally company-only.
  • If you select an individual, trust, partnership, SMSF, or asset, you will not see this action.

Name defaults can repeat

  • The default legal name is always Sub Co for this first implementation.
  • If you create multiple subsidiaries quickly, duplicates are expected.
  • Rename each child company after creation if you need clearer labels.

Placement may not be directly below in crowded layouts

  • The preferred placement is below and centered under the parent.
  • If that spot is occupied, the system uses a deterministic collision-avoidance search.
  • In dense diagrams, the new node may appear nearby rather than perfectly centered.

Partial success can happen

  • The company can be created even if the shareholder link creation fails.
  • In that case, the app shows a warning and you can create the missing relationship manually.

Rapid repeat clicks are guarded

  • The action is guarded against overlapping in-flight create requests.
  • If you click repeatedly while one create is still running, extra clicks are ignored.

Troubleshooting (Q&A)

I do not see the plus handle

Most likely causes:

  • You selected a non-company node.
  • The node is not fully selected yet.

Fix:

  1. Click directly on a company node body.
  2. Wait for halo actions to appear.
  3. Try again on the selected company.

I clicked plus but nothing was created

Most likely causes:

  • The diagram was still loading.
  • There was a temporary API/network failure.

Fix:

  1. Wait a moment and try again.
  2. Check for an error toast.
  3. Refresh the diagram if loading state appears stale.

The new company appeared, but no shareholder link was created

Cause:

  • Relationship creation failed after company creation.

Fix:

  1. Keep the created company.
  2. Add the shareholder relationship manually from parent to child.
  3. Set metadata to match your intended shareholding.

The child appeared in a strange position

Cause:

  • Collision avoidance moved it to an available nearby space.

Fix:

  1. Drag it to your preferred position.
  2. Use link routing/layout tools to tidy the area.

Why does every quick-created company start as Sub Co?

Cause:

  • This is the current default naming behavior for quick capture workflows.

Fix:

  1. Rename each company after creating your initial structure.
  2. Use your naming convention once the skeleton structure is in place.

Best Practice

Use quick subsidiary create to build the skeleton corporate tree first, then do a second pass to:

  • rename entities,
  • confirm share classes and counts,
  • and refine layout for export or review.

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