Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 conversely, a security can have multiple legal entities associated with it. Because of this relationship, you can view In Reference Data Center you can view roles from with the the Roles tab is labelled Security roles whether viewing it from the the legal Entity or Security window. 

view both roles from within the legal Entity screens and Security screens.

Configuring the RDC is configured so that it is easy to view roles from within both legal entity and security windows.

Display Legal Entities 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.

Creating New Roles

When editing legal entities, you can manually create new roles.

...