Investigate an Entity 360 profile

#Page purpose

Assess one counterparty’s aggregate exposure, recovery posture and connected contracts, cases and settlements.

#Before you start

• Sign in as assigned lawyers, dispute teams and contract owners and confirm WatheeqTech shows /lex/entities/[id]; hidden controls indicate that your account lacks the required permission.
• Confirm the reporting scope and source-data freshness before interpreting a KPI, score or derived portfolio value.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Establish the scope

   Confirm the counterparty identity and read the profile KPIs and exposure breakdown before drawing a conclusion.

2. 2
   Interpret the evidence

   Review the Contracts, Cases, Settlements and Activity tabs, then open the source record that explains the exposure or posture.

3. 3
   Act on the finding

   Make corrections or mitigation assignments in that source record and return to confirm the derived profile reflects the updated portfolio data.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Treat dashboard and derived Entity 360 values as decision support; verify material conclusions against the linked source record.
• Correct data in the owning legal record rather than editing an aggregate or exporting an ungoverned copy.