Use this workflow to locate Corporate or Family Trust categories when they are shown for the selected Financial Insights scenario. The category names do not establish which controls should be available or how they work.
Before you begin
Review the relevant corporation or family trust shown in the Evaluation.
Open the scenario you want to change.
Confirm you are working in a planning path that supports corporations or trusts.
If a category is missing, check the Evaluation and access first. Do not assume every client or workspace has the same toggle list.
Find the categories
Open the client's Financial Insights.
Select the scenario.
Open Planning Inputs.
Select Add Toggle / Strategy, then New Toggle.
Choose Corporate or Family Trust.
Select from the controls Planworth displays for that client and complete the visible fields.
Save the toggle and review the scenario.
Review the displayed controls
Use the current picker as the source for controls available to the selected client and scenario. Record the exact category, control name, visible fields, selected entity, dates, and saved state. Do not infer a corporate or trust control inventory from another client or workspace.