The Rating Details tab displays vendor ratings source details. Here you can modify the issuer ratings details date and source.
To view and edit ratings details:
- Click the Ratings Details tab.
You see the Ratings Details tab. - To edit the Issuer Ratings Details date, click the calendar control and select a new date.
- In the Sources drop-down, select a source.
- Click Apply Filters.
- Click Save.
You see the Change Summary detailing the pending changes. - Click Submit Changes.
Add Ratings
Here you can add a new rating source details.
To add a rating:
- Click the Rating tab and then on the ribbon, click Add Security Data.
You see the Add Issuer ratings dialog. - To edit the Effective date, click the calendar control and select a new date.
- In the Source Type drop-down, select a source type.
- In the Source drop down, select a source.
- Optionally, enter an Alpha Rating and Numerical Rating.
- Click Add.
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