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Steps to Implement 1. Import accounts from your CRM with company name, location, and domain 2. Use Normalize Company Domain to standardize domain variations and focus on the primary domain for each entity. 3. Gather hierarchy data from 1. Hit Horizons (EMEA-specifc) 2. HG Insights 3. Claygent 1. Aggregate and deduplicate using a Claude reasoning prompts to combine results from all providers into a single corporate hierarchy (make sure to dedupe). 1. Output will consist of three subarrays for the input company, parent companies, and subsidiaries. 2. This will return the level of each company in the overall hierarchy (L1, L2, etc…) 1. Normalize entity information with a separate AI prompt to standardize addresses, tax structures, legal names, and corporate identifiers across all entities. 2. Extract the level, legal structure, HQ address, domain, and normalized name of the input company. 3. Use formulas to extract the same information for the immediate parent, global parent, and immediate children. 4. Determine if you want to map the relationship from the input company to the immediate parent company or the global parent company. 1. Perform a lookup into the company to extract the account ID. 1. Update the input company with the associated level and map over the account ID of the immediate/global parent to the system field “Parent Company” (SFDC only). Actions Used • Normalize Domain • HitHorizons • HG Insights • Claygent (Anthropic) • Formulas • Lookup Record • Update Record Customization Ideas and Variations • Monitor regulatory filings and SEC documents to automatically detect corporate restructures, mergers, or spin-offs that change account hierarchies. • Create territory assignment automatically route leads and opportunities to the correct sales reps based on parent company ownership and regional structures. • Use this intelligence to identify new opportunities for companies in the same corporate hierarchy as your existing customers. Link to Template app.clay.com