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To display legal entities role tab for securities

  1. From the Setup workspace, click Data Strategies in the left navigation.
    You see the Data Strategies workspace.
  2. Navigate to the Security Data Strategy desired security data strategy and double-click to open it.
    On You see the Edit Data Strategy wizard.
  3. Click the Criteria tab, ensure that Issuer Roles is selected..
  4. From the Select the data type tabs to appear on the security

Creating New Roles

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

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