Tip of the Month
Contextual Help for Alternates Page
The “Alternates” feature allows a position defined at model level to be overridden by a replacement position at the model level or at the account level. To help you understand the alternates feature and the various combinations of the alternate rules, the platform provides an “Alternates Guide” that you can view directly from both alternate entry screen and edit screen without having to refer to an offline document when setting up alternates.
Alternate Entry Screen
Alternates Edit Screen
Click on “Help?” and the “Alternates Guide” will be downloaded to provide you detailed information about alternates feature.
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Feature Spotlight
Historical Data of Investment Policy Validation Results
Investment Policy (IP) validation results / exceptions can be important resources for your internal research, tracking, monitoring, and review process. You can now access stored historical data of IP validation results and exceptions in IP Exceptions reports. The IP Exception reports allow data to be filtered based on a range of dates to retrieve from the historical tables.
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