Page Comparison

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To display legal entities role tab for securities:

1. From In the Setup workspace, in the left navigation, click Data Strategies in the left navigation.
   You see the Data Strategies workspace.
2. Navigate to the desired security data strategy and then double-click to open it.
   You see the Edit Data Strategy workspace
3. Click the Criteria tab.
4. From the Select the data type tabs to appear on the security drop-down list, ensure that Issuer Roles is selected.

5. Click Save & Close.
   The Role tab displays in the Security details screen.

   Note
   The tab is labeled Security Roles whether you are viewing it from the Legal Entity or Security screen.

   
   

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