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- Use holding term granularity and/or custom granularity
- Set up securities for ledger granularity
- Create and maintain ledger granularity rules and rule details
- Create and maintain granularity pools and attribute groupings
- Create and maintain processing security type (PST) rules
- Create and maintain security groupings
- Set up entities for ledger granularity
- Convert data for ledger granularity
- Manage holding term information for transactions
- Perform a custom granularity reload to update ledger accounts on an ongoing basis
- Report on ledger granularity