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You can list and edit the exceptions you have released for an entity.

To list and edit released exceptionsview a released exception:

1. In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
   The Entities workspace opens, displaying the available entities for the category.
2. Complete the optional search criteria and then click Search.
   The system displays the search results based on the criteria you selected.
3. Highlight the entity you want to authorize (click).
4. Click Released Exceptions on the ribbon.
   The Released Exceptions dialog box opens, displaying the list of released exceptions that satisfy the default filter options.

   In the filter section, you can change the following default options:

   Option

   Description

   Policy

    

   Field

    

   Entity Type

    

   Status (Required)

    

   Expiration Date Range

    

   Reason code

    

   . You can change the filter criteria to customize the search.
5. Click Search.
6. The system displays the list of released exceptions that satisfy the specified filter options.
7. Select an exception in the list and then click Edit Released Exception.
   The Edit Released Exception dialog box opens.
8. Revise the exception as required and then click OK.
   The system displays the refreshed list of released exceptions with the change applied.

To edit a released exception:

1. In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
   The Entities workspace opens, displaying the available entities for the category.
2. Complete the optional search criteria and then click Search.
   The system displays the search results based on the criteria you selected.
3. Highlight the entity you want to authorize (click).
4. Click Released Exceptions on the ribbon.
   The Released Exceptions dialog box opens, displaying the list of released exceptions that satisfy the default filter options. You can change the filter criteria to customize the search.

5. Click Search.

6. The system displays the list of released exceptions that satisfy the changed specified filter options.
7. Select an exception in the list and then click Edit Released Exception.
   The Edit Released Exception dialog box opens.
8. Revise the exception as required and then click OK.
   The system displays the refreshed list of released exceptions with the change applied.