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In the Entity Detail windowDetails workspace, you can view and edit entity details including historic data. You can also edit any the entity -related field or relationship assignment on the Entity Details, Benchmark, Peer Group Association, Disclosures, Asset Mix Policy, or Fee Schedule tabs.

To view an entity:

1. In the Portfolio Desk workspaceData Center, in from the left navigation pane, select Portfolio Desk and click the appropriate entity type.
   The summary workspace for the entity type you selected, displaying available entities of that typeYou see the Summary workspace with the available list of entities.

2. Click the View By drop-down list and then select one of the following options:

   All	Display Displays all entities that meet the search criteria
   Exceptions	Display only entities that meet the search criteria and that have at lease one exception

   X

3. (Optional) Complete the required search criteria and then click Search.
4. The search displays all entities or a list of the entities that meet the criteria you selected for the category you picked in left navigation.
5. Double-click

   the available entities in the Entity Summary pane based on the entity type chosen from the left navigation.
   Exceptions	Displays the list of all entities that have at least one open exception.

   X

6. Provide the appropriate search criteria and then click Search.
   You see the list of entities as per the defined search criteria.
7. Select the entity you want to view . The Edit Entity panel opens, showing the Entity Details tab as the default.Note the following links on the window. Click each link to open display that type of information for the entity. The following table lists the type of information and click View in Home tab. 
   You see the View Entity workspace with the Details tab enabled. 
8. You can also see the entity relationship tabs configured for the entity, such as Benchmark, Peer Group Association, Disclosures, Asset Mix Policy, Fee Schedule, Permissions, if any.

To edit an entity:

1. In the Portfolio Desk workspaceData Center, in from the left navigation pane, select Portfolio Desk and click the appropriate entity type.
   The summary workspace for the entity type you selected, displaying available entities of that typeYou see the Summary workspace with the available list of entities.

2. Click the View By drop-down list and then select one of the following options:

   All	Display Displays all entities that meet the search criteria	Exceptions	Display only entities that meet the search criteria and the available entities in the Entity Summary pane based on the entity type chosen from the left navigation.
   Exceptions	Displays the list of all entities that have at least one open exception.

   X(Optional) Complete the required

3. Provide the appropriate search criteria and then click click Search.
   The search returns a You see the list of entities that meet as per the criteria you selected for the category you picked in left navigation.Doubledefined search criteria.
4. Select the entity you want to edit and click Edit in Home tab. Otherwise double-click the entity you want to view or edit. The Edit Entity panel opens, showing the Entity Details tab as the default. The following tabs are also available:TabDescriptionHoldingTotal Returns 2Total ReturnsCash FlowsTransactions

   On the Entity Details tab, double-click the field you want to change.

   The Edit dialog box opens. By default, the entity details panel is rendered in current mode (you can edit only the current record). To view and make edits to historic data, enable history mode as explained in Understand History Mode.

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   For entity cross-reference fields, click the field, then enter the value into the text box, and then go to Step 11.

   In the New Value text box, enter the new value for the field. If a field is based on a code value, PDC displays a drop-down list of available code values.

   In the Type drop-down list, select an edit type. Select one of the following options:

   OptionsDescription

   Override

   The system uses the new value for the field.DefaultThe system uses the new value if no vendor data is received and the override date has not expired.

   Temporary Override

   The system uses the new value until new vendor data is received.
5. Use the date selectors to specify the Start Date and End Date for the new value. If you want the new value to remain permanent, click the No End Date check box.
6. In the Reason Code drop-down list, select a reason code.
7. (Optional) Type a comment and then click Save.
   PDC holds the update and displays a blue arrow to the left of the field. At this point, the system has not processed the edit. You can edit additional fields if needed.
8. After you edit the appropriate fields, click Save.
   The Change Summary dialog box opens, displaying the summary of changes.
9. Click View & Submit Changes.
   The Change Summary dialog box opens, listing the entities you have edited, and the attributes you assigned the edit.
10. To make the edits, click Submit Changes.
    To cancel the edits, click Cancel.
    You receive an information message that contains comments about any remaining exceptions for the composite.
11. To return to the Portfolio Desk workspace, close the Entity Details tab.
    You see the Edit Entity workspace with the Details tab enabled. You see the title bar displays the entity name along with checked out data & time and also the exception status available for the entity.
12. Scroll to the field for which you want to edit the value in the Entity Details area.
13. Double-click the value you want to edit.
    You see the Edit dialog box.
14. In the Current Value box, the system displays the current value of the field.
15. Type the appropriate new value for the field in the New Value box.
16. Select the Make this Null check box to null out the field, if required. 
17. Click the Type list to select the type of override. Options include:
    - Override. Select this option to override or edit the field value.
    - Default. Select this option to use the new value when no other data update is provided.
18. Specify the Start Date for the override.
    The Start date indicates the first effective date of the edit modification. You can modify the start date to any previous existing history date within that entity. If the selected date is not present in the entity’s history, a ‘duplication of history’ record action is needed. See Create History Records in Manage History Records for more details.
19. Specify the End Date for the override.
    The End Date indicates the latest effective date of the edit modification. If the End Date is for the latest effective date, then the override data is automatically carry forwarded when the next history date is created. This process continues until such time where another manual override is created or a new data value is populated systematically.
    You can provide a End Date for a future effective date also. This sets a specific expiration date, for a specific date range, on the override value. Once the End Date of the override passes, then the next time when a new latest history date is created, the system reverts back to any Policy specific configured overrides, if any, and apply to the incoming data value as indicated.where another manual override is created or a new data value is populated systematically.
20. Select No End Date check box to perform a permanent override.
21. Click the Reason Code list to select the type of reason for the override. Options include:
    - File based override
    - Incorrect file
    - Incorrect manual entry
    - Manage request
    Note: Reason Codes are essentially Code Values within Eagle and you can configure it according to user preferences.
22. Specify comments for the override, if any.

23. Click Save to save the changes.

24. Click View & submit changes to submit the modified details.
    You see the Change Summary dialog which allows you to review all activity before submitting the change request to the PDC engine.
25. Click Cancel to cancel the changes.

26. Close the Edit Entity tab to return to the Portfolio Desk workspace.

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    To edit entity's history data, see Manage History Records for more details.