---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Enable sync between investment entity and entity owner

# Enable investment and investment entity owner sync {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a business rule for an investment entity that synchronizes the investment
owner with the investment entity owner. If you update the name of the investment entity
owner, the owner of the corresponding investment and the Viewable by
field for the investment is automatically updated.

## Before you begin

Role required: sn_invst_pln_v2.investment_admin

## Procedure

1. Navigate to AllInvestment FundingSetupInvestment Entities.
2. Open an entity for which you want to enable synchronization of owners.
3. On the form, click the Create Funding Artifacts related link.
4. In the dialog box, select the Create business rule to sync investment owner with investment entity owner option, and click OK.
{#enable-funding-owner-sync__steps_ad1_wfp_h3b}

## Result

A business rule is created for the investment entity that synchronizes the owner of the investment with the associated investment entity owner when you update the investment entity owner.

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