> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/structure-map.md).
# Structure Map
Draw a client's companies, trusts, super funds, family and advisers from what's already in the CRM — and test restructures before anything changes.
The Structure Map turns the entities and relationships already recorded against a household into a picture: who owns what, who is trustee of what, and who sits around the client. It also lets you model a restructure and compare options side by side without touching the client record.
## Where to find it
Open a **Household**, then the **Structure** tab.
## Reading the map
Lines between boxes mean **owns it** or **is trustee of it**. Roles that sit *within* an entity — directors, secretaries, appointors, members and beneficiaries — are listed inside each box rather than drawn as lines.
* **People** are circles
* **Companies** are squares
* **Trusts and super funds** are triangles
* **A red dot** means something is missing from the record
## The toolbar
One row, left to right. Most settings live under **Display** and are remembered per person.
| Control | What it does |
| ------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Entities / Household wealth** | Switch between the structure map and where the money sits |
| **Everyone** (dropdown) | Focus on one person or entity — their structure stays, everything else greys out |
| **● to tidy** | Details missing from the record (a shareholding with no %, a trust with no trustee). Click to list them |
| **N hidden** | Boxes hidden in this view. Click to bring them back |
| **Scenarios** | Pick a draft restructure, start a new one, describe one to the AI, or compare two side by side |
| **Edit** | Drag boxes, connect one box to another, add or remove relationships |
| **Display** | How roles show, people at top or bottom, family lines, successors, grouping, saved views. On Household wealth: the seven chart styles |
| **Share** | Download the map as an image, download part of it, or save it to the client's Files |
| **⛶** | Full screen. Esc to leave |
## Everyday tasks
| To… | Do this |
| ------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| See everything about one company or person | Click its box. The side panel lists its roles, ABN/ACN and notes. **Focus here** narrows the map to it |
| Tame a big group (50+ entities) | Display → *Group look-alike companies*. Companies with the same directors stack into one card; entities with no links go into *Not linked yet* |
| Add a director, shareholder or trustee | **Edit**, then drag from the dot on one box onto another, or **+ Add relationship**. This saves to the client record straight away |
| Record a structure in plain words | Scenarios → *Describe it in words or a photo*. Type or dictate it, or attach a photo of a whiteboard or the accountant's chart. The AI drafts it as a scenario — nothing is saved until someone applies it |
| Model a restructure | Scenarios → *New scenario*, then **Edit**: add entities and roles, remove roles. **Save scenario** keeps the draft |
| Compare options | Scenarios → *Compare side by side*. Pick any two (Today, Option A, Option B). Same layout both sides; the panel lists what's only in each |
| Put a restructure into effect | Open the scenario → **Apply to client record…**, then tick the changes that are actually done |
| Show wealth differently | Household wealth → Display → Flow, Holders, Treemap, Bars, Donut, Balance sheet or Table |
| Keep a layout for meetings | Arrange it, then Display → *Save as a view* (just you, or shared with the team) |
| Leave something off | Drag the box onto the red *Drop here to hide* zone, or click it → **Hide from map**. Saved with the view; the client record doesn't change |
| Use it in an SOA or email | Share → *Download image*, or *Save to client files* to attach it to the household |
{% hint style="info" %}
**Nothing the AI does changes the client record.** It only ever drafts a scenario. A person applies it, change by change.
{% endhint %}
## Getting your data ready
The map only draws what's recorded. **Roles** — director, trustee, shareholder, appointor, beneficiary — are the part most often missing.
Until roles are loaded, a household still shows its people, entities, account team and external advisers. Entities with no relationships sit in a *Not linked yet* card, which doubles as a to-do list.
