1.32.5 Amend Portfolio Rebalance Rule Record

This topic provides the systematic instructions to amend Portfolio Rebalance Rule record.

Modify the details of an authorized record using the Unlock operation from the Action List. To make changes to a record after authorization:

1. Start the Portfolio Rebalance Rule Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for amendment.
   You can only amend authorized records.
3. Specify any or all of the details and click Search button.
   All records with the specified details are retrieved and displayed in the lower portion of the screen.
4. Double-click the record that you wish to amend.
   The Portfolio Rebalance Rule Detail screen is displayed.
5. Select Unlock operation from the Action List to amend the record.
6. Amend the necessary information and click Save to save the changes.