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- In the Reference Desk workspace, in the left navigation pane, click Legal Entity.
You see the Legal Entity workspace with all the available detail data. - Click the View Data By drop- down and then select Legal Entities and their Exceptions.
- Complete the required search criteria and click the Search button.
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- NOTE: You must filter by gold copy source and your choice of As of Date or Process Date. You can optionally filter by Error Code, Data Strategy, Issuer Name, Authorization Status, Issuer ID and Release Status.
You see the search results based on the criteria you selected. The left panel displays the Gold Copy Summary for all Data Types. Results include the Gold Copy Status, Number of Exceptions and Authorization Status. The right panel displays the Legal Entity Details Data. Results include the Effective Date, Release Status, Issuer Name, Process Date, Last Updated, Last Updated by and Data Strategy.
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- From the Reference Desk workspace, click Legal Entities in the left navigation.
- You see the Legal Entity workspace with all the available detail data.
- Click the View Data By drop -down and then select Exceptions and associated Legal Entities.
- Complete the required search criteria and click the Search button.
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- NOTE: You must filter by gold copy source and your choice of As of Date or Process Date. You can optionally filter by Error Code, Data Strategy, Issuer Name, Authorization Status, Issuer ID and Release Status.
You see the Exceptions result data at the top of the Legal Entity search results area and the legal entity result data associated with the selected legal entity displayed at the bottom of the panel.
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