Versions Compared

Key

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

...

Allow Users to Approve Sign-Off Results

You can allow Eagle users to approve sign-off results. Otherwise, approval level user has this ability to clear Transaction, Valuation, and Audit Sign-Off results, and fund closure can stall. 

To For sign-offs, the clearance of raised tests is systematic and automatic. Normally, sign-off edits clear once all edits raised within their Control Center status clear - Transaction Status, Valuation Status, and Audit Status (that is, trade edits, prices, and so on). However, there are rare instances when sign-offs do not automatically, systematically clear. This prevents funds from closing. In those instances, an Eagle user authorized to approve sign-off results can approve the sign-off edits which prevented funds from closing. 

You can allow Eagle users to approve sign-off results. To assign these rights, Eagle users with administrative rights can use User Administration to create and manage users in Control Center. When you set up Center Roles for Control Center, the Change and Audit tab includes the Allow Approval of Sign-Off Results check box. This check box allows you to approve Sign-Off edits (Transaction, Valuation, and Audit Sign off edits). This option is similar to the option that allows you to clear prior period edits. 

...