Inactive Entities (column)

The name of the entity, as identified by the reporter when it was created.

Sponsor (column)

If a Sponsor record was used in the creation of the entity, this column will display the name from the selected record.

Last Update (column)

This field will display the date and time that the entity was created or edited.

Actions: (Inactive Etities)

View

Click the view button to display the entity information in a pop-up window.

To navigate between versions (if any) of the financial entity, click the [<prev] and [next>] buttons to the right of the Version # of ‘x’ display in the header area of the popup window.

Click the ‘Show” button at the bottom of the window to see a comparison to the prior version where the changed field values appear in red text.

Edit

Click the edit button to update the information about this entity. The Financial Entity section will expand in this section to allow updates to the Entity, Relationship Details, and Attachments.

In order to complete the edits, you must click Submit.

View History

Click the view history button to view a popup window that displays a table listing the number of updates, date/time info, and username for edits made to this financial entity.

The history of changes for each financial entity includes the version number, last updated date/time stamp (for each entity version), and the user name of the user who performed the last update action

Activate  

The Activate button appears in the Action column of Inactive Financial Entities Click the activate button to change this entity to Active status. This action will move the financial entity to the Active Entities subsection of the Financial Entities tabbed section of the My Financial Entities page.