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Entities

Goal

View and search legal entity master data in Axiom.

Prerequisites

  • You are signed in to Axiom. See Sign In & Access.
  • Your role includes access to the Entities module.

Background

An entity in Axiom represents a legal organisation or company as defined in your firm's master data. Each entity can be linked to one or more LEI (Legal Entity Identifier) records sourced from GLEIF, providing a globally recognised identifier for use in financial transactions and regulatory reporting.

Steps

Search for an entity

  1. Click Entities in the top navigation.
  2. Use the Search bar to filter entities by name or internal identifier.
  3. Results update automatically as you type.

Filter entities

Use the filter controls in the filter bar to narrow the entity list:

  • Status — filter by entity status (ACTIVE, INACTIVE, and others as applicable).

Click Clear Filters to reset all active filters.

View entity details

  1. Click a row in the entity table to open the detail panel.
  2. The panel shows:
    • Entity information — name, status, and internal identifiers.
    • LEI data — associated LEI code and key GLEIF data if an LEI is linked.
  3. Press Escape or click Close to dismiss the panel.

If the entity has an associated LEI, click the LEI code in the detail panel to jump directly to the full LEI record in the LEI Records module.

Fields

FieldDescriptionExample
NameLegal name of the entityAcme Trading Ltd
StatusCurrent operational statusACTIVE
LEILinked 20-character Legal Entity Identifier2138005O9XJIJN4JPN90
Internal IDFirm-assigned internal identifierENT-0042

Expected result

You can find any entity by name, check its current status, and navigate to the associated GLEIF LEI record when an LEI is available.

Common issues

IssuePossible causeResolution
Entity not foundSearch term too specific or entity is inactiveTry a shorter partial name; check the Status filter
No LEI shownThe entity may not yet have an LEI assignedContact your data operations team
Status filter not narrowing resultsFilter may not be activeConfirm the filter dropdown shows the expected value

Axiom Financial Services Static Data Platform