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Approve Edits with the Fund Approval Hierarchy
When you use a fund approval hierarchy, Control Center allows you to approve edits in a sequential role level manner, disabling higher level approvals until the lower level approvals are complete.
Control Center allows you to view data based on its approval status,in addition to other criteria. The Fund Group Summary view displays the Fund Group Summary results only by Control Center composite. You can view a count of the edits approved or not approved at each role level by a set status. You can view all edits at the entity level, transaction status, valuation status, or audit status by accounting date. The Fund Group Details view allows you to view by your approval user role level. The options for approving edits include: Approve As, Approve All As, Approve At All Levels, and Approve All At All Levels. The Edit Test Results view shows all Control Center edits or a view based on the edit’s approved, cleared, or unapproved status. You can view edits by edit test type, security type, expense type, or corporate action type. You can see the status of all edits and if they were approved by specific role level users. And you can view a history of approval notes from an edit test result.
Understand Approval Options
???? DEFINE THE APPROVAL OPTIONS HERE
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