In the Portfolio Desk workspace, you can create new entities.
To add create a new entity:
- In the Portfolio Desk workspace, click Create New in the upper left hand corner of the window.
The Create New Entity dialog box (access to all policies) opens. - Select the relevant Policy based on the type of entity you must create and then click OK.
The user interface displays the fields specified by the policy.
The page defaults to the current date. If the effective date of the new entity is for a date in the past or future, use the date selector to select the appropriate date. - Specify the values for the fields in the Create New Entity dialog box and then click Save.
Depending on the policy, the X might contain additional configuration tabs, such as benchmark assignment, peer group assignment, disclosure selector, asset mix policy selector, or fee schedule selector. - To view the remaining pages, click Next.
- Make appropriate assignments where necessary. Existence of a configuration tab does not mean the information is required.
- Click Submit.
The system submits your request to the engine for processing (where validations and authorizations are applied). - Click Refresh Screen.
The summary window workspace displays the new entity.