You can manage whether manual edits to reference data require authorization before being released to the Eagle data warehouse. For example, you can authorize or reject an override posted to a gold copy field.
Authorize an Override
To authorize the override posted to a gold copy field:
- In the Reference Desk workspace, click Securities in the left navigation pane.
You see the Securities workspace with all the available securities. - Click the View By drop down and select Exception.
- Complete the required search criteria and click the Search button.
You see the search results based on the criteria you selected. - Select the exception you wish to authorize and click Edit.
You see the Edit Security window with the Security Details tab selected. - Select the exception for the reference data type you wish to authorize.
- Click Authorize.
You see the Needs Authorization dialog box with the list of fields that have been overridden and require authorization by a manager. - Select the exception override you wish to authorize and click Authorize.
You see the authorization statusĀ for the exception override change from Require Approval to Authorized. - Click Save.
The system clears the gold copy field exception. - Close the Edit Security bottom tab to return to the Securities workspace.
Reject an Override
To reject the override posted to a composite field:
- From the Reference Desk workspace, click Securities in the left navigation.
You see the Securities workspace with all the available securities. - Click the View By drop down and select Exception.
- Complete the required search criteria and click the Search button.
You see the search results based on the criteria you selected. - Select the exception you wish to reject and click Edit.
You see the Edit Security window with the Security Details tab selected. - Select the exception for the reference data type you wish to reject.
- Click Reject.
You see the Needs Authorization dialog box with the list of fields that have been overridden and require authorization by a manager. - Select the exception override you wish to reject and click Reject.
You see authorization status for the exception override change from Require Approval to Rejected. - Click Save. The system displays a blue exclamation mark to indicate the override was rejected.
- Close the Edit Security bottom tab to return to the Securities workspace.
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