1. User Guide
  2. Data Adjustments from Controls Module
  3. Creating a Data Adjustment
  4. Create a Regulatory Reporting based Data Adjustment
  5. Save and Submit a Data Adjustment

12.4.3.2 Save and Submit a Data Adjustment

To save and submit a Data Adjutment, follow these steps:

  1. To save this Data Adjustment record, select the checkbox against the imported record, and then click Save.

    A confirmation message is displayed, confirming that the adjustment details were successfully saved.

  2. Click OK.
  3. To submit this Data Adjustment for approval to the Adjustment Approver, click Submit.

    A confirmation message is displayed, confirming that the adjustment details are saved successfully.

  4. Click OK. The Adjustment Rules Details page automatically closes.
  5. For user input, to send the imported file for approval to the Approver, you must select the checkbox against the record and then click Save.
  6. In the View Adjustment Details page, click Refresh.

    The newly created Data Adjustment is in the Pending Approval state.

  7. After you click Save, if do not submit the Data Adjustment for approval, the Status of the Data Adjustment is in the Draft state. To move the Status from Draft to Pending Approval, open the Data Adjustment, and click Submit.