Entities – Custom Company Profiles and Preset Reports

DiliTrust Legal Entity Management (LEM) now offers enhanced customization options for company profiles. Administrators can tailor the layout, content, and format of company profile documents — including the shareholders register, shareholding transaction register, custom fields on related entities, and the choice between portrait and landscape format. You can also choose the columns displayed in each section, split the owned companies information into a summary or a detailed view, and add a Field History section that shows how selected fields changed over time.

✅ Introduction

Company profiles are one of the most frequently used features in LEM — they provide a quick, readable summary of a legal entity's key information. Until now, the format and content of these profiles were largely fixed. With custom presets, your organization can define exactly what information appears in a profile and how it is presented, creating documents that truly match your internal standards and client expectations.

Customization now goes down to the column level. For each section of the document you can decide which standard and custom fields are displayed and in which order, so a single export can stand in for the internal reports, audit files, board documents, and statutory registers your teams prepare today.

✋ Prerequisites / Getting Started

• You must have an administrator role in DiliTrust LEM to configure profile presets.
• The entity data (shareholders, transactions, custom fields) should be populated before generating profiles.
• To use the Field History section, the fields you want to follow must have been historized in LEM. Only recorded historical values can be displayed.

⭐ Step-by-Step Guide

Creating a Custom Profile Preset

1. Navigate to LEM Settings and open the Company Profiles or Document Library configuration.
2. Click Add company document or edit an existing profile template.
3. Configure the following options as needed:
   • Shareholders Register: Enable and customize the shareholders register (compte actionnaires) layout.
   • Shareholding Transaction Register: Include the shareholding transaction register (Registre mouvements titres) in the profile.
   • Custom Fields on Related Entities: Select which custom fields from related branches (subsidiaries, parent companies, etc.) should appear in the profile.
   • Page Orientation: Choose between Portrait A4 or Landscape A4 format for the exported document.
4. Name and save the preset.

Choosing the columns displayed in each section

Each section of the document has its own list of available columns, built from the standard and custom fields that exist for that type of information. Select the columns you need, and the order in which you select them is the order in which they appear in the document. A table can show up to 10 columns.

For the Shares section, the available columns include:

• Designation
• Shares issued
• Par value
• Capital
• Voting rights rate
• Votes
• Included in global calculations
• Capital shares
• Voting rights
• Capital %
• Vote %
• Any custom field defined for the share type

For the Owned companies section, the available columns include:

• Companies
• Capital %
• Votes
• Votes %
• Blocked shares
• Lent shares
• Borrowed shares
• Pledged shares

You can also add information that belongs to the owned company itself — such as its legal form, internal name, address, and its custom fields — so the section reads as a complete overview without having to open each entity. Rows in the Owned companies section are sorted by percentage of ownership, in descending order.

Owned companies: summary or detail by share type

The owned companies information is available as two separate contents, so you can pick the level of detail that suits the document:

• Owned companies (Summary) — one consolidated row per owned company.
• Owned companies (by Share type) — the same information broken down by type of share, matching what you see in the interface when you display the details of all rows.

This section is available for both company profiles and individual profiles. You will find it under Company > Holdings > Owned Companies or Individual > Holdings > Owned Companies.

Extending the register headers

The headers of the shareholders register (Compte Actionnaire) and the shareholding transaction register (Registre de Mouvements Titres) can now carry more identifying information, which is what makes these documents usable as statutory registers:

• For the shareholding transaction register, add up to 10 standard and custom fields of the issuing company.
• For the shareholders register, add up to 10 standard and custom fields in total, covering both the issuing company and the shareholder.

Shareholders can be either individuals or companies, and the same header options are available in both cases. This is typically how you add a field such as the RCS registration number when it is modelled as a custom field in your configuration.

Showing the powers attached to each delegation

In the delegations of authority section, you can display a column with the individual powers granted by each delegation, instead of repeating the name of the delegation on every row.

Generating a Company Profile with a Custom Preset

1. Open a company in DiliTrust LEM.
2. Click Generate and select the custom preset you wish to use.
3. The profile is generated with your configured layout and exported as a PDF.

The options available at export are as rich as those available in the library, so you can adjust the content of a document for a one-off need without changing the saved preset. Individual profiles do not have a library: for them, the same customization options are offered directly in the profile generation window at the moment of export.

Every section starts on a new page, so a section title never ends up stranded at the bottom of a page.

⌛ Field History

The Field History section lists the fields you select and shows every historized value recorded for them, so you can evidence how a company or an individual evolved without assembling the information by hand.

• You can select any standard or custom field available for companies and individuals.
• Each selected field is displayed with its own Date and Value list, most recent value first, and the value currently in force is flagged as current.
• Because the values are listed vertically, there is virtually no limit to the number of fields you can include in this section.

The section respects the consultation date chosen before the document is generated. Only values recorded up to that date are displayed, and the most recent value at that date is shown as the current one — which means a profile generated with a past consultation date reflects the situation as it stood on that date.

✨ Tips & Best Practices

• Create presets for different audiences: Set up separate presets for internal reports (with full detail) and client-facing summaries (cleaner, more concise).
• Use landscape for wide tables: If your profile includes a shareholders register with many columns, landscape format provides more readable output.
• Keep custom field selection focused: Only include custom fields that add meaningful value to the profile — too many fields can make the document hard to read.
• Select your columns in the order you want to read them, since the selection order sets the column order in the document.
• Combine the Field History section with a past consultation date to produce a reliable snapshot for an audit or a statutory filing.
• Use the summary view of owned companies for governance overviews, and the breakdown by share type when the discussion is about capital structure.

❌ Limitations & Known Constraints

• Profile presets are configured at the organization level. All users with access to company profiles can use the available presets.
• Only fields and sections enabled in your LEM configuration can be included in a profile preset.
• Tables are limited to 10 columns. The Field History section is not affected by this limit because its values are listed vertically.
• The Field History section can only display values that were historized. Fields with no recorded history will have nothing to show.
• Individual profiles are not managed through the document library, so their customization is done in the generation window each time a profile is exported.

❓ FAQ

Can I have multiple profile presets for the same entity type?

Yes. You can create multiple presets (e.g., one for internal use, one for board reports, one for regulatory filings) and choose the appropriate one at generation time.

Can I include the shareholding transaction register in every profile?

Yes. The shareholding transaction register can be included in any profile preset where it has been enabled during configuration.

What formats are available for export?

Company profiles are exported as PDF documents in either Portrait A4 or Landscape A4 format, depending on your preset configuration.

How many columns can I display in a table?

Up to 10 columns per table. If you need more information than that, consider splitting it across two documents with different presets.

Does the Field History section follow the consultation date?

Yes. Only the values recorded up to the consultation date are displayed, and the most recent value at that date is presented as the current value.

What is the difference between Owned companies (Summary) and Owned companies (by Share type)?

The summary shows one consolidated row per owned company. The breakdown by share type shows the same holdings split by type of share, which is useful when the capital structure itself matters.

Are these options available for individual profiles too?

Yes. The owned companies, owned mandates, and Field History customization options also apply to individual profiles. Since individual profiles are not part of the document library, you set these options in the profile generation window at the moment of export.

Can I change the content of a document without modifying the saved preset?

Yes. The configuration available at export is as complete as the one in the library, so you can adapt a single export without touching the preset.