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 windowsscreens.
Display Legal Entity Roles Tab for Securities
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- From the Setup workspace, click Data Strategies in the left navigation.
You see the Data Strategies workspace. - Navigate to the desired security data strategy and double-click to open it.
You see the Edit Data Strategy wizard. - Click the Criteria tab.
- From the Select the data type tabs to appear on the security drop-down list, ensure that Issuer Roles is selected.
Click Save & Close.
The Role tab displays in the Security details windowscreen.Note The tab is labeled Security roles whether viewing it from the Legal Entity window or Entity or Security windowscreens.
Creating New Roles
When editing legal entities, you can manually create new roles.
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