Story: GLEIF evaluation wizard and party hierarchy

Table of Contents

This page documents a story in Sprint 12. It captures the goal, current status, acceptance criteria, and the tasks that compose it.

Goal

Add the GLEIF-based evaluation-tenant onboarding wizard (separate from tenant provisioning) and a party-hierarchy graph visualisation.

Status

Field Value
State DONE
Parent sprint Sprint 12
Now Completed 2026-02-19.
Waiting on None.
Next None.
Last touched 2026-02-19

Acceptance

  • GLEIF wizard available only for evaluation tenants.
  • Root LEI + descendants imported with hierarchy.
  • Party hierarchy graph visible in the UI.

Tasks

Task State Start End Description
Add GLEIF-based evaluation tenant onboarding wizard DONE 2026-05-19 2026-02-19 Wizard available only for evaluation tenants; user picks root LEI entity; root party + descendants imported with hierarchy; identifiers stored in junction table.
Add party hierarchy graph visualisation DONE 2026-05-19 2026-02-19 Visual tree of party hierarchy for a tenant: parent-child, party types, business centres.

Decisions

GLEIF wizard as separate action
not part of tenant provisioning; reduces blast radius.
Hierarchy first as flat view, graph follows
the graph viz is a follow-on improvement.

Out of scope

  • LEI deletion / re-import flow.

See also

None.

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