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- In the Name text box, enter a name for the enrichment.
- In the Description text box, optionally enter a description of the enrichment
- The Data Type field defaults to Price.
- Enter the Start Date. this is the date on which the enrichment will be applied.
- Optionally, enter the End date. This determines the last effective date will be applied to.
- Click Next.
You see the Details page.
Specify the Enrichment Details for Use Fixed Price
In the Enrichment Details page you can define the security and/or holdings criteriaspecify details for the type of the enrichment being configured.
To specify the enrichment details for Use Fixed Price:
- Click Define for Security Selection Criteria and use the Logic Builder to define the security filter that defines the subset of securities processed by the data strategy.
- Enter the Fixed Price for the enrichment. This is the price you want applied by the enrichment in the field.
- Optionally, select the Price Level that you want applied to securities by the enrichment.
- Optionally, enter any Price Level Comments you may have in the space provided.
- Click Save & Close.
You see the enrichment added to the Enrichment workspace.