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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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- 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 then 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 screen.Note The tab is labeled Security roles whether viewing it from the Legal Entity or Security screens.
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