In the Edit Legal Entity window, you can edit fields and resolve exceptions. You can override the value of a failed gold copy field, release the exception on a failed gold copy or vendor field, or replace the failed gold copy field value with the vendor field value.
To override the value of a field that failed validation:
- From within the Legal Entities workspace, select the entity you want to resolve and then, on the ribbon, click Edit.
You see the Edit window with the Details tab selected.
A red square indicates a failed gold copy field. A blue arrow indicates an updated gold copy field. - Select the exception for the reference data type you wish to resolve.
You see the field displayed in the Details pane. - Double click the Current Day Gold Copy field to change the gold copy field.
You see the Current Value dialog box with the current value displayed. - In the New Value text box, enter a new value. Or, check the Make this Null check box to release the field to the Eagle data warehouse with a null value.
- In the Edit Type drop down, select an edit type. Options include:
Option | Description |
---|---|
Override | The system uses the new value for the gold copy field. |
Default | The system uses the new value if no vendor data is received and the override date has not expired |
Temporary Override | The system uses the new value until new vendor data is received. |
- In the Expires After text box, enter the expiration date of the override, or select the Do not Expire checkbox if you want the override to persist indefinitely
- In the Reason Code drop down, select a reason code, enter a comment, and click Save.
The system updates the gold copy field and displays a blue arrow to the left of the field.
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