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DEAP · How-to guideGenerally available

Create a shareholder

3 steps to create a shareholder with SSOT validation and lifecycle controls.

Audience
Administrator, Risk and compliance
Owner
DEAP SSOT product documentation
Last reviewed
Oct 12, 2026
Reading time
6 min

Steps

  1. 01

    Movement

    Screenshot: Movement
    Company idRequired
    Helper
    Share class idRequired
    Helper
    Movement typeRequired
    Helper
  2. 02

    Parties

    Screenshot: Parties
    Party idRequired
    Helper
    Holder kindRequired
    Helper
  3. 03

    Quantity

    Screenshot: Quantity
    SharesRequired
    Helper
    Effective onRequired
    Helper

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DEAP · How-to guideCreate a share class