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Manage Security Tabs

Manage Security Tabs

About Security Tabs

Before you use Reference Data Center, you must enable the security tabs you wish to use in the Edit Security workspace. The Edit Security workspace maintains additional composited security information, such as Analytics, Variable Rates, and Ratings, as well as optional non-composited security information. You must enable tabs for all the types of security detail data you wish to use with any one of your data strategies. 

You can enable a security tab for use on the Edit Security workspace. When you enable a tab, the tab appears on the Edit Security workspace when the data strategy governing the security maintains the security details for that type of data.

Enable Security Tabs

To enable an additional security tab:

  1. In the Setup workspace, in the left navigation pane, select Configurations > Security Configuration > Security Tab Configuration.
    You see the Security Tab Configuration workspace with the list of current configured security tabs.

  2. On the toolbar, click Create New.
    You see the Create New Security Tab dialog box.

  3. In the Tab Name list, select the type of security detail tab you wish to enable on the Edit Security workspace.
    Options include:
    – Accrual Factor
    –  Analytics
    –  Corporate Actions
    –  Final Factor
    –  Prepayment Time Series
    –  Ratings
    –  Schedule
    –  Underlying Securities
    –  Third Party Cash Flow
    –  Variable Rates
    –  Vendor History

  4. In the Date Rule list, select the date rule you wish to use.

  5. In the Source list, select the source rule you wish to use.

  6. To select the fields to maintain for the tab, click Add New.
    You see the Field Selector dialog box with the list of available fields.

  7. Select the fields you wish to use on the tab. You must select at least one field.

  8. Click Save.
    You see the Create New Security Tab dialog box refreshed with the list of selected fields.

  9. Click Save.

Edit Security Tabs

You can edit security tab from use on the Edit Security workspace. When you disable a tab, the tab no longer appears on the workspace for any security and data strategy.

To edit security tabs:

  1. In the Setup workspace, in the left navigation pane, select Configurations > Security Configuration > Security Tab Configuration.
    You see the Security Tab Configuration work space with the list of currently configured security tabs.

  2. Select the security tab you wish to edit and click Edit on the toolbar.
    You see the Edit Security tab.

  3. Update the fields and click Save.

Delete Security Tabs

You can disable a security tab from use on the Edit Security workspace. When you disable a tab, the tab no longer appears on the workspace for any security and data strategy.

To delete security tabs:

  1. In the Setup workspace, in the left navigation pane, select Configurations > Security Configuration > Security Tab Configuration.
    You see the Security Tab Configuration work space with the list of currently configured security tabs.

  2. Select the security tab you wish to disable and click Delete on the toolbar.

  3. Click Yes to confirm the action.
    You see the Security Tab Configuration work space refresh with the list of current security detail tabs with the deleted tab removed.