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- In the Add/Update Disclosures section, from the As of Date drop-down list, select As of Date or Inception Date. The list defaults to As of Date. For this exercise, we will use the default value.
- The displayed date is the Effective Date for the entity and defaults to the current date or the date you specified on the Details tab.
If the Effective Date, the As of Date, or the Inception Date of the disclosure is for a date in the past or future, use the date selector to select the appropriate date. - From the Disclosures drop-down list, select a Disclosure.
After selecting it, you see it on the AssignedDisclosures grid. You can assign a disclosure to one or more entities, including a LIST type entity, which aggregates a number of underlying entities.
Repeat this process for each disclosure you want to assign. - Click Save.
You have created the entity.
To assign a permission:
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grant a business group access to an entity:
- Check that the business group to which you want to grant access is not already in the table on the tab.
- If you did not find the business group in the table, on the Permissions tab, from the Business Groups drop-down list, click the down arrow to display a list of business groups.
- To grant a business access to the entity, select the check box next to that entity.
- After you select the business groups, click the down arrow to close the list.
- To save the selections you made, click Save.
To return the previous tab and discard your selections, click Back.
To assign an aggregate:
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To assign a custom index type:
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