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To display legal entities role tab for securities
- From the Setup workspace, click Data Strategies in the left navigation.
You see the Data Strategies workspace. - Navigate to the Security Data Strategy desired security data strategy and double-click to open it.
On You see the Edit Data Strategy wizard. - Click the Criteria tab, ensure that Issuer Roles is selected..
- 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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