Create and Delete Securities

In the Securities workspace, you can create and delete a security. Securities are not deleted if they are held by a fund.

Create a Security 

Use the New Security dialog box to create a new security.

To create a new security:

1. In the Reference Desk workspace, in the left navigation pane, click Securities.
   You see the Securities workspace with all the available securities.

2. Click Create New.
   You see the Create New Security dialog box.

3. Click the Data Strategy drop down and select a data strategy.
   You see the security reference fields assigned by the data strategy.

4. Complete the options on the Create New Security dialog box and click Save.
   You can hover of a field to view information about the field, such as the internal field ID and code instance, the database table and column names, the field and data types, and whether overriding the field requires authorization.

5. Click Save.

6. Click Refresh Screen.
   You see the new security in the Securities workspace.

Delete a Security 

Securities are not deleted if they are held by a fund.

To delete a security:

1. From the Reference Desk workspace, click Securities in the left navigation.
   You see the Securities workspace with all the available 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. Select the security you wish to delete and click Delete.
   You see the Reference Data Center dialog box asking you to confirm the delete.

5. Click Yes to delete the security.
   NOTE: You can not delete a security with holdings on the Eagle data warehouse.

6. Click Refresh Screen.
   You see the security removed from the Securities workspace.