Subject Record: Business

The Business-type Subject Record houses the information about a business and all related entities, such as the business' bank accounts and the owners of the business.

A single Business entity can be added to the Subject Record.

Multiple Person entities can be added to the Subject Record. The Persons can then be added to the Business as Owners. A given Person can only be added once to a Business as an Owner.

Multiple Bank Account entities can be added to the Subject Record. The Bank Accounts can then be added to the Business. A given Bank Account can be added multiple times to a Business, each time with a different purpose. Only one Bank Account can be marked as the primary bank account.

For most Workflows that use the Business-type Subject Record, Persons and Bank Accounts not attached to the Business will be ignored.