Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

If you need to manually add several securities with similar characteristics, you can save time by creating a security profile. A security profile is a template you can use to add repetitive security master information into the system. Once a profile has been created, it is then available for you to apply the profile, to copy and paste the profile for use in a new environment and/or data strategy or to edit the profile and save it as a new profile.

...