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Shared Resource and Standing Forms Compatibility #180

Open danielandelin opened 2 years ago

danielandelin commented 2 years ago

Scoping session needed.

danielandelin commented 2 years ago

Use case is for a Master LLC that onboards a bunch of syndicate members through the Syndicate Member onboarding workflow. We'll set up a resource sharing connection so that they don't have to enter all this information into each of their SPVs. When an investor goes through the Allocation Request workflow and creates their name as a draft resource on the SPV account the admin of the SPV should be able to connect that resource to the shared resource so that it has access to any information stored on the Master LLC account.

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danielandelin commented 2 years ago

Need to consider scoping shared resource functionality and maybe change the way that this works. Maybe it's a data download from the master to the child account. but all the data exists separately on each account. downloads can happen periodically and pull in new resources that have been added on the master. Data that doesn't exist on the master account will remain on the child account resources without being overwritten.