In the Securities workspace, you can create and delete a security. Securities are not deleted if they are held by a fund.

Create a Security 

Use the New Security dialog box to create a new security.

Anchor
_Toc422746905 _Toc422746905

...

1. In the Reference Desk workspace, in the left navigation pane, click Securities.
   You see the Securities workspace with all the available securities.
2. Click Create New.
   You see the Create New Security dialog box.
3. Click the Data Strategy drop down and select a data strategy.
   You see the security reference fields assigned by the data strategy.
4. Complete the options on the Create New Security dialog box and click Save.
   You can hover of a field to view information about the field, such as the internal field ID and code instance, the database table and column names, the field and data types, and whether overriding the field requires authorization.
5. Click Save.
6. Click Refresh Screen.
   You see the new security in the Securities workspace.

Delete a Security 

Securities are not deleted if they are held by a fund.

Anchor
_Toc422746906 _Toc422746906

...