Edit Enrichment Rules

Owned by Jawann Swislow
Last updated: Feb 23, 2024 by Jawann Swislow
1 min read

Before you edit an Enrichment rule, make a copy of it and rename it. This allows you to easily revert to the original rule.

To edit an Enrichment rule:

  1. In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Enrichment.
    You see the Eagle Enrichment workspace.

  2. Select a rule and click Edit.
    You see the Editing Enrichment Rule dialog box.

    Editing Enrichment Rule dialob box - Rule Info tab

  3. Edit the rule and click OK to save your changes.

Next Page

Delete Enrichment Rules