Roles show the relationship between a given legal entity and a security. A legal entity can have multiple roles for multiple securities (for example, issuer, guarantor, obligor), and a security can have multiple legal entities associated with it. Because of this relationship, RDC is configured so that it is easy to view roles from within both legal entity and security windows.
Display Legal
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Entity Roles Tab for Securities
To display the roles tab when viewing a security, ensure that any relevant security data strategies (data type= securities) have been configured correctly.
To display legal entities role tab for securities
- Setup.
- Navigate to the Security Data Strategy and double-click to open it.
- On the Criteria tab, ensure that Issuer Roles is selected.
Creating New Roles
When editing legal entities, you can manually create new roles.
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