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In the case of Entity Level authorization, PDC allows you to define a workflow where new entities are authorized prior to being released (achieves a complete release status). An entity level authorization is a single, fund level authorization and it is not tied to a specific field. When this option is enabled, the system generates the following actions when creating a new entity:

  • A pending new entity authorization is created.

  • And the entity release status is set to incomplete until approval. 

PDC also allows you to generate entity level authorizations whenever an existing entity has a history record duplicated to a new effective date.

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