Page Comparison

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1. In the Portfolio Desk workspace, click the appropriate category in the left navigation.
   The Entity Summary workspace opens, displaying the available entities.
2. Click the View By drop-down list and then select All. WHAT IF ALL ISN'T AN OPTION?
3. Complete the required search criteria and then click Search.

4. Scroll down the list and then select the entity you want to resolve and then click Edit or double-click.
   The Edit Entity window opens, displaying the Entity Details tab selected.

   Info
   A red square indicates a failed validation

   
   

5. Select the exception you want to resolve.
6. Click Release Exception.
   The Release Exception dialog box opens.
7. Click the Begin Date and End Date drop-down lists to establish the time frame to release this exception.
8. In the Comment text box, enter a comment about the exception release.
9. Click the Reason Code drop-down list and then select a reason for the exception release.
10. To complete the release of this exception, click Save.
11. Close  To return to the Securities workspace, close the Edit Security bottom tab to return to the Securities workspace.