Executive Summary (TL;DR) This article explains how to use the Security Class Assignments Import for Products in the Custom Imports app to efficiently assign, update, or overwrite Security Classes for products. This troubleshooting guide outlines: -When and why to use the Security Class Assignments Import for Products.  -Required fields and data considerations for the import. -Required user privileges to access the import. -Common error and warning messages and how to resolve them. By reviewing these sections, you gain a clear understanding of how to manage the data requirements, permissions, and processes needed to efficiently manage Security Class Assignments Import for products, thereby reducing the need for manual updates in the Assignment Panel.

 

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About the Security Class Assignments Import for Products

"How do I assign or update Security Class Assignments for Products?"

"What privileges are required to access the Import?"

"How do I handle errors and warnings in the import without impacting existing product data?"

 

 

Article Quick Links

Why Would I Use the Security Class Assignments Import for Product

What is the Security Classification Custom Import

How to Complete and Process the Import Template

Troubleshooting Error Messages

 

 

Why Would I Use the Security Class Assignments Import for Product

 

• Streamline product-level security class management by assigning, updating, and removing Security Class Assignments in bulk, while maintaining firm-defined product standards.
  
  

• Eliminate time-consuming manual updates by managing Security Class Assignments for multiple products in a single, controlled import action.
  
  

• Preserve centralized governance and data consistency by aligning product security classifications with your firm's default settings.
  
  

• Improve accuracy and efficiency by updating only the required fields, reducing processing errors and minimizing rework.
  
  

• Increase confidence during processing with built-in error and warning guidance that helps identify issues before they impact product data.

 

 

What is the Security Classification Custom Import  

The Security Classification Custom Import allows users to add, update, or remove Security Class Assignments Import for specific products in bulk. This supports product-level security classifications while maintaining alignment with firm-level defaults with centralized governance.

To utilize the Security Class Assignments Import for Product, the following privileges must be enabled for your role within the Manage Users app    

 

• Security Classification Setup read and edit checkboxes (Located under the Records tab > Products section)

• Security Class Assign (Located under the Actions tab > Custom Imports section)
  
  

For more information on editing privileges, review the Manage Users: Roles and Privileges article. 

 

 

How to Complete and Process the Import Template

For detailed instructions on how to download, process, and troubleshoot a custom import, review the New Custom Imports Tool section of the How-To and Overview: Custom Imports article.

Review the Security Classification for Product Import Guide for examples and an explanation of how to fill out the template. For efficiency, only fill in the applicable columns that need to be updated and leave the remaining columns blank. 

To download the import as an Excel file, click the  button on the preview page within the link.

 

 

Troubleshooting Error Messages

The import template includes a troubleshooting sheet that explains each error message and provides guidance on how to resolve it. 

 

Note: The import does not apply if a row has an error message. If there is a warning message, the import applies, but it is BEST PRACTICE to review the warning before processing the import.

 

 *The privilege for this feature or tool is only available to Advisor-level users. Role privileges control access for each role level. Your firm's administrator manages role privileges and user assignments. 

 

 

In Summary Use the Security Class Assignments for Product Custom Import to assign and update Security Class assignments for products in bulk. Ensure required fields are completed accurately. Enable the necessary advisor-level privileges in the Manage Users app before accessing the import. Review errors and warnings using the troubleshooting sheet to maintain accurate, consistent product classifications across your firm.

 

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