Notification for pending authorizations is displayed as an exception on the Entity Summary screen within the Portfolio Desk. The Entity Summary pane has two columns, which is used to filter and search for all entities for its authorization status:
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PDC allows you to review and accept the Field Level or Fund Level modifications using four-eyes authorization. Four-eyes authorization is a method in which you cannot authorize or reject your own changes. A different user in the same business group must authorize or reject any changes you make.
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Provide the appropriate search criteria, as needed and then click Search.
You see the Entity Details pane displaying the list of entities based on the search criteria and 'As of Date'.Select the entity you want to authorize.
On the Home tab, in the Actions group, click Authorize.
You see the Needs Authorization dialog box. By default, the system list all the available fields of the entity that are overridden and pending authorization.Select the exception, either Entity level or Field level, you want to authorize and then click Authorize.
You see the system changes the authorization status for the exception from Require Approval to Authorized.Click Save.
The system clears the pending authorizations and saves the changes.
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An entity is released to the next release level even if it has non-current pending authorizations. The release level is tied to the current definition of that entity. Therefore as long as the most recent history of an entity is free of pending authorizations it can attain a fully released release level (assuming no exceptions from failed validations). |
Reject Entity/Field Level Authorization Exception
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