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Entity Management and Locations

Entity Management can only be enabled on one Xakia location per organization. This is enforced by the system. If your organization has multiple locations, you must choose which location to use before going live.

Why location matters

Data in Entity Management is stored in two different ways:

  • Corporate Entities — stored at the global company level, shared across all Xakia locations. Corporate Entity records are unaffected if Entity Management is ever moved to a different location.

  • Individuals and Parties — stored at the location level. If Entity Management is moved to a different location, these records remain at the original location and would need to be recreated.

Choosing the right location

  • Treat this as a permanent decision. Moving Entity Management to a different location later will result in loss of Individual and Party data at the new location.

Note: Contact your Xakia Customer Success Manager if you need guidance on which location to choose before enabling Entity Management

Summary

  • One location only — a system restriction. Entity Management cannot be enabled on more than one location.

  • Corporate Entities are safe — stored globally and always accessible regardless of location.

  • Individual and Party data is not portable — location-specific and cannot be moved between locations.


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Need help?

If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager.

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