View and Edit Security Detail Information

In the Edit Security window, you can directly view and edit other security details in the data repository. For example, you can add or edit a new factor using the Final Factor tab. Or, you can add or edit corporate action information using the Corporate Actions tab. You can also view vendor history.

The additional security information is linked to the security by the security data strategy but is not currently part of the full Reference Data Center workflow, that is, the information is not validated, composited, or enriched.

To view and edit security detail information:

1. From the Reference Desk workspace, click Securities in the left navigation.
   You see the Securities workspace with all the available gold copy securities.
2. Click the View By drop down and select Security.
3. Complete the required search criteria and click the Search button.
   You see the search results based on the criteria you selected.
4. Double click the security you wish to view or edit.
   You see the Edit Security window with the Security Details tab as the default. You can edit any additional enabled security tab.
5. Click the tab you wish to view or edit.
   Available options include:
   –  Corporate Actions
   –  Final Factors
   –  Schedules
   –  Third Party Cash Flows
   –  Vendor History (view only)
6. Make the appropriate changes and click Save.
7. Close the Edit Security bottom tab to return to the Securities workspace.