Item | Type | Description |
|---|---|---|
Approved/Not Approved | option buttons | Allows an authorized operator to either approve or not approve, depending on selected option, the change to exclude the account from automated rebalancing. An authorized operator, in the context of the operator reviewing the changes, is any operator that belongs to an Access group where the “Allow asset allocation model approval” check box is selected AND is not the operator who made the last change that moved the Status to “Pending approval”. Enabled and not selected when the Status is “Pending approval” and the dialog is being accessed by an authorized operator. Will be disabled and defaulted to selected when the Status is “Approved”. Will always be disabled and defaulted to the last saved value when this screen is accessed by a non-authorized operator. |
Expires On | date | Enter an expiry date, or click date button to select one. |
Reason | drop-down list | Select a reason from the list. |
Update | button | Click to save changes and close the dialog. |
Close | button | Click to close the dialog without saving changes. |