View and Edit Overrides

The Overrides window displays the overrides that are currently in effect, including the name of the field, the current override value, and the expiration date. You can filter the results by data strategy, field, status, expiration date, issue name, and investment type. And you can change the override value and the expiration date.

To view and edit an override:

  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 Data Overrides.
    You see the Overrides window with a list of overrides.

  3. Complete the search criteria and click the Search button.
    You see the search results based on the criteria you selected.
    NOTE: You can change the value in the Override Value and Expiration Date columns.

  4. Right-click the value you wish to edit and click Edit Override. Or, double click the value you wish to edit.
    You see the Override Value dialog box.

  5. Complete the fields on the Override Value window.

  6. Click Apply to apply your changes and close the Override dialog box and return to the Overrides window.

  7. Click View Change Summary to review the changes to the override and then click Submit Changes.