Enable investment and investment entity owner sync

---
title: Enable investment and investment entity owner sync
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/enable-funding-owner-sync.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-10-19"
reading_time_minutes: 1
breadcrumb: [Create an investment entity, Investment Funding administration, Investment Funding, Strategic Portfolio Management]
---

# Enable investment and investment entity owner sync

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 **All** > **Investment Funding** > **Setup** > **Investment Entities**.

2.  Open an entity for which you want to enable synchronization of owners.

3.  On the form, select 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 select **OK**.


## Result

A business rule is created for the investment entity that synchronizes the owner of the investment with the updated investment entity owner.

**Parent Topic:**[Create an investment entity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/create-funding-entity.md)