1.32.4 Authorize Portfolio Rebalance Rule Record

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

Authorize an unauthorized Portfolio Rebalance Rule record in the system for it to be processed as follows:

1. Start the Portfolio Rebalance Rule Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for authorization. Typically, choose the unauthorized option.
3. Specify any or all of the details and click Search button.
   All records with the specified details that are pending authorization are retrieved and displayed in the lower portion of the screen.
4. Double-click the record that you wish to authorize
   The Portfolio Rebalance Rule Detail screen is displayed.
5. Select Authorize operation from the Action List.
   When a checker authorizes a record, details of validation, if any, that were overridden by the maker of the record during the Save operation are displayed. If any of these overrides results in an error, the checker must reject the record.