1. In the Portfolio Desk workspace, click the appropriate category in the left navigation.
   The see the Entity Summary workspace opens, displaying the available entities.
2. Click the View By drop-down list and then select All.
3. Complete the required search criteria and then click Search.

4. Scroll down the list and then select the entity you want to resolve and then click Edit or double-click.
   The Edit Entity window opens, displaying the Entity Details tab selected.

   Info
   A red square indicates a failed validation A blue arrow indicates an updated field

   
   

5. Select the exception you want to resolve.
6. The Details pane displays the field.
7. Double-click the Current field to enable the edit window for the field.
   The Current Value dialog box opens, displaying the current value.
8. In the New Value text box, complete one of the following steps:
   - Enter a new value.
   - Select the Make this Null check box to release the field to the Eagle data warehouse with a null value.

9. In the Edit Type drop-down list, select an edit type. Select one of the following options:

   Option	Description
   Override	The system uses the new value for the gold copy field.
   Default	The system uses the new value if no vendor data is received and the override date has not expired.
   Temporary Override	The system uses the new value until new vendor data is received.

   
   

10. In the Expires After text box, enter the expiration date of the override.
11. In the Reason Code drop-down list, select a reason code.
12. Optionally, enter a user-defined comment and then click Save.
    The system updates the field and displays a blue arrow to the left of the field.
13. Click Submit to launch the change request. All edits are processed through the PDC engine to assure new values are validated.
14. Close the Edit Security bottom tab to return to the Securities workspace.

You can list and edit the data overrides you have committed.

To list and edit data overrides:

1. In the Portfolio Desk workspace, navigate to the appropriate entity.
2. Click Data Overrides on the ribbon.
   The Data Overrides dialog box opens, displaying the list of overrides that satisfy the default filter options.
3. In the filter section, you can change the default options as required.
4. Click Search.
   The search returns a list of overrides that satisfy the changed filter options.
5. Select an override in the list and then click Edit Data Override.
   The Edit Data Override dialog box opens.
6. Revise the override as required and then click OK.
   The system displays the refreshed list of data overrides with the change applied.

You can list and edit the exceptions you have released for an entity.

To list and edit released exceptions:

In the filter section, you can change the following default options:

Option

Description

Policy

Field

Entity Type

Status (Required)

Expiration Date Range

Reason code