Hey gdave
Just reviewing your query.
So if I understand your issue.
What we need to do is generalize your parent object in the name mapping.
In other words not have it associated to a client/portfolio/ID which changes based on different users/iterations.
Is that correct?
You can use a wild card here to generalize the parent object.
https://support.smartbear.com/testcomplete/docs/reference/misc/using-wildcards.html
I have a screenshots of an example I used recently applying this method in my salesforce instance
Let me know if this works
KR
Vinnie