Page Comparison

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

5. Click Save & Close.
   The Role tab displays in the Security details screen.

   Note
   The tab is labeled Security roles Roles whether you are viewing it from the Legal Entity or Security screensscreen.

   
   

Creating New Roles

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

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1. In the Edit Legal Entity window, click the Security Roles tab.
   You see the Security Roles tab. Information includes Security Alias, Role Type, Percent Owned, Start Date, End Date, Primary Asset ID, Currency, Exchange and Primary Asset ID Type.
2. Right-click on the security role record to view details of the security that the legal entity is related to.
3. To edit any of the fields, make the appropriate changes and then click Save.
   You see the Change Summary detailing the pending changes.
4. Click Submit Changes.

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