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To display the roles tab when viewing a security, ensure that  be sure that any relevant security data strategies (data type=securities) have been configured correctly.

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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 whether viewing it from the Legal Entity or Security screens.


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