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| Note |
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The tab is labeled Security |
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Roles whether you are viewing it from the Legal Entity or Security |
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screen. |
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Create New Roles
When editing legal entities, you can manually create new roles.
To create a new role:
In the Edit Legal Entity window, click the Security Roles tab.
Click Add Role.
In the new row that displays, complete the fields as you require and then click Save.
You see the Change Summary detailing the pending changes.Click Submit Changes.
View/Edit Security Role Details
In the Security Roles tab you can view and update details on the security alias, role type, primary asset ID and currency of the security. The Security Roles tab also displays any type of interaction between a legal entity and a security such as an issuer, guarantor, or obligor.
To view/edit security role details:
In the Edit Legal Entity window, click the Security Roles tab.
You see the Security Roles tab.
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Right-click on the security role record to view details of the security that the legal entity is related to.
To edit any of the fields, make the appropriate changes and then click Save.
You see the Change Summary detailing the pending changes.Click Submit Changes.
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Navigate Between Legal Entity and Security Screens
To view/edit security data from the legal entity screen:
Click the Security Roles tab.
Select the record you want to view and then from the right-click menu, select View Security Data or Edit Security Data.
The security opens in a new tab either in view or edit mode.
To view/edit legal entity data from the security screen:
Click the Security Roles tab.
Select the record you want to view and then from the right-click menu, select View legal Entity Data or Edit Legal Entity Data.
The legal entity opens in a new tab either in view or edit mode.