Field Level authorizations are generated by the RDC Reference Data Center engine when a user edits/overrides a value for a field that is configured as Authorization Required. The purpose of field level authorizations is that if a data field is considered of high importance, and if a user attempts to alter an existing value, the request is placed temporarily (change is not updated to the master record) until another user (with appropriate credentials) authorizes the request.
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Notification for pending field level authorizations are displayed as an exception on the Security Summary screen within the Reference Desk. Once you highlight a particular security in the Security pane, the Exception pane lists the pending authorization with the error message ‘Authorization Required' along with the field name and date. |
Field Level Authorization Workflow
When a user manually overrides a history record of a field (for which authorization is enabled), a pending authorization is generated for that field, for that security, for the selected effective date. In addition, the system sets the release level of that entity to incomplete. It is important to note that the entity release level is updated (to incomplete status level) only if the most recent history record is edited. If a non-recent history record is updated, a pending authorization is generated for that effective date but the entity's release level is not changed. The reason for this is because the release level is always based on the most current definition of a security's history (most recent history date). If the security is already fully released (or ‘Complete’ ) it indicates that the most recent history is free of exceptions and pending authorizations. Therefore, only an override to the most recent history record creates a pending override and resets the security's release level to incomplete whereas overrides to a non-recent history record only generate a pending authorization for that date.
Configure Field Level Authorization
Reference Data Center allows you to configure Field Level authorization in two ways: 1. Using the Reference Data Fields Settings. 2. Using the Data Strategies settings.
Set Up Field Level Authorization in Portfolio Data Field Settings
You can configure field level authorization from the Reference Data Field Settings menu.
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- In Reference Data Center, from the left navigation, select Setup > Metadata > Reference Data Field Settings.
You see the Reference Data Field Settings with the available list of fields. - Select the field for which you want to generate authorization from the list of the fields.
- On the Home tab, in the Manage group, click Edit. Or, double-click the field.
You see the Edit wizard. - Select the Authorization Needed check box to generate the pending authorization request.
When you edit/override the field value, the system does not append the field value to the master record until someone else authorizes the change. And also the system sets the entity's release level status to incomplete. Click Save & Close to save the changes.
Set Up Field Level Authorization in Data Strategy Settings
RDC Data Strategies support changes to field level settings to allow configuration differences of the same field.
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