🏢 BizEntity Resource

Scenario 1: SMSF with Individual Trustees

Self-managed super fund where same person serves as member AND trustee:

{
  "bizEntityTypeID": 4,  // SMSF
  "name": "Smith Family Super Fund",
  "bizEntityParties": [
    {
      "person": {
        "externalPersonId": "JOHN-SMITH",
        "firstName": "John",
        "lastName": "Smith"
      },
      "isMember": true
    },
    {
      "person": { "externalPersonId": "JOHN-SMITH" },  // Reuses same person
      "isTrustee": true
    },
    {
      "person": {
        "externalPersonId": "JANE-SMITH",
        "firstName": "Jane",
        "lastName": "Smith"
      },
      "isMember": true,
      "isTrustee": true  // Single party with dual role
    }
  ]
}

Result: Two person records created (John, Jane). John has two BizEntityParty records (member + trustee). Jane has one BizEntityParty with dual flags.

Scenario 2: Trust with Corporate Trustee

Discretionary trust where company serves as trustee and individuals are directors + beneficiaries:

{
  "bizEntityTypeID": 3,  // Trust
  "name": "Smith Family Trust",
  "bizEntityParties": [
    {
      "organisation": {
        "name": "Smith Trustees Pty Ltd",
        "externalOrganisationId": "TRUSTEE-CO",
        "associatedPersons": [
          {
            "person": {
              "externalPersonId": "JOHN-SMITH",
              "firstName": "John",
              "lastName": "Smith"
            },
            "relationshipTypeID": 1,  // Director
            "isSignatory": true
          },
          {
            "person": {
              "externalPersonId": "JANE-SMITH",
              "firstName": "Jane",
              "lastName": "Smith"
            },
            "relationshipTypeID": 1,  // Director
            "isSignatory": true
          }
        ]
      },
      "isTrustee": true
    },
    {
      "person": { "externalPersonId": "JOHN-SMITH" },  // Reuses director
      "isBeneficiary": true
    },
    {
      "person": { "externalPersonId": "JANE-SMITH" },  // Reuses director
      "isBeneficiary": true
    }
  ]
}

Result: Two person records (John, Jane). Each appears three times: company director (within organisation), and trust beneficiary.

Scenario 3: Parent-Child Entity Relationships

Master fund with sub-funds sharing same advisor as contact across entities:

// First Request: Create master fund with advisor
{
  "name": "Master Investment Fund",
  "externalBizEntityId": "MASTER-001",
  "bizEntityParties": [{
    "person": {
      "externalPersonId": "ADVISOR-001",
      "firstName": "Sarah",
      "lastName": "Johnson"
    },
    "isPrimaryContact": true
  }]
}

// Second Request: Create sub-fund referencing same advisor
{
  "name": "Sub Fund A",
  "externalBizEntityId": "SUB-001",
  "parentBizEntityID": 10001,  // Links to master fund
  "bizEntityParties": [{
    "externalPersonId": "ADVISOR-001"  // Reuses existing person across entities
  }]
}

Result: Single person record "ADVISOR-001" referenced by both master and sub-fund entities. Cross-entity reuse requires person to exist before second request.