Executive Summary (TL;DR) This article provides a practical overview of the Security Classification Entity Override Custom Import. It explains how the import is used to manage entity-specific security classifications at scale while supporting differences from firm-level defaults. In this article, you’ll find:   -The purpose and benefits of using Security Classification Entity Overrides -Required data fields for adding, updating, or removing overrides -Necessary user access levels and role privileges -Steps to complete, process, and review the import file -Guidance on handling errors and warnings during processing   By reviewing these sections, you’ll gain a clear understanding of the data requirements, permissions, and processes needed to maintain accurate and consistent security classifications across entities efficiently.

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About the Security Classification Entity Overrides

"What privileges do I need enabled to access the Security Classification Entity Overrides Custom Import?"

"How do I know what fields are required on the import?"

"What do the error messages mean?"

Article Quick Links

Why Would I Use the Security Classification Entity Override Custom Import?

What is the Security Classification Entity Override Custom Import?

How to Complete and Process the Import Template

Troubleshooting Error Messages

 

 

Why Would I Use the Security Classification Entity Override Custom Import?

• Streamline entity-level security classification management by applying targeted overrides in bulk, without disrupting firm-level product standards.
  
  

• Eliminate time-consuming manual updates by adding, updating, or removing security classification overrides across multiple entities in one controlled action.
  
  

• Preserve centralized governance and data consistency while accommodating entity-specific security requirements.
  
  

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

• Increase confidence during processing with built-in error and warning guidance that surfaces issues before they impact results.

 

 

What is the Security Classification Entity Override Custom Import?  

The Security Classification Entity Override Custom Import allows users to add, update, or remove security classification overrides for specific entities in bulk. This supports entity-level security classifications that differ from firm-level product defaults while maintaining centralized governance and data consistency.

 

In order to utilize the Security Classification Entity Override Custom import, the following privileges must be enabled for your role within the Manage Users app .   

 

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

• Security Classification Entity Override (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 Entity Overrides 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

These spreadsheets also include a troubleshooting sheet that explains error messages and how to resolve each message. 

 

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 at the Advisor user level. Access for each role level is controlled by role privileges. Role privileges and user assignments are managed by your firm's administrator. 

 

 

 

In Summary Use the custom import to add, update, or remove Security Class Entity Overrides across multiple entities at once. Complete only the required fields and any columns that need changes to improve efficiency and reduce errors. Ensure advisor-level access and the correct role privileges before attempting to process the import.

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