Building Complex Instruments

You can build a complex instrument by copying instrument detail lines from existing instruments into the current instrument. You must create simple instruments before you can create a complex instrument.

Page Used to Build Complex Instruments

Page Name Definition Name Usage

Instrument Detail Page

DEFINE_INSTRUMENTS

Create complex instruments by adding additional instrument lines to the Details section, by copying instrument detail lines from existing instruments, and by clicking the Copy from existing instrument link.

Instrument Detail Page

Use the Instrument Detail page (DEFINE_INSTRUMENTS) to create complex instruments by adding additional instrument lines to the Details section, by copying instrument detail lines from existing instruments, and by clicking the Copy from existing instrument link.

Navigation:

Deal Management, and then Administer Deals, and then Define Instruments, and then Instrument Detail