Executive Summary (TL;DR) This article provides a video library of demos specific to Security Classifications features in Orion Connect. The videos cover the following knowledge bases for an advisor who wants to know more about: - How to navigate and create classification methods for use with security classes and products. - Knowledge covering the three Security Classifications pages: Products, Classification Methods, and Security Classes. - Assigning products to security classes. - How to override product security classes for specific entities using Entity Overrides.   By reviewing these sections, advisors gain knowledge in creating, customizing, and understanding Security Classifications.

 

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About Security Classifications

"How do I access and navigate Security Classifications in Orion Connect?"

"What are the differences between Inherited, Rules/Assigned, and Global Classification methods?"

"How do products and security classes relate to one another?"

"What is an Entity Override and how does it benefit me?"

 

 

 

Article Quick Links

Why Should I Use Security Classifications in Orion Connect?

What are Security Classifications?

How Do I Use Security Classifications?

Security Classifications Getting Started Overview (~2 mins)

Setting Up a Classification Method (~2 mins)

Inherited Classification Methods Types (~4 mins)

Rules/Assigned Classification Methods Types (~5 mins)

Global Classification Methods (~4 mins)

Products and Security Classes (~3 mins)

Assignments Panel Overview (~3 mins)

Entity Overrides Overview (~3 mins)

Additional Resources

 

 

 

 

 

Why Should I Use Security Classifications in Orion Connect?

• Create datasets of security classes and products to simplify the process of dividing security data for reporting, risk analysis, and general data reporting.
  
  
• The flexibility of the system provides advisors with options to create classification methods, offering multiple choices for customization to make a method as simple or as complex as they want.
  
  
• Alter the security classes and products within them for the entire database, while taking advantage of the Entity Override feature so that specific entities have those same security classes and products changed specifically for their use.

 

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What are Security Classifications?

Security Classifications organize securities and products into meaningful groups to support reporting, analysis, and data segmentation in Orion Connect. Advisors define classification methods, assign products to security classes, and apply rules or global datasets to shape how data groups together. Entity Overrides add flexibility by allowing specific entities to follow a different classification without disrupting the broader structure.

 

For more details on the specifics of Security Classifications, jump to the Additional Resources section at the bottom of this page and review the written articles covering this topic.

 

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How Do I Use Security Classifications?

Security Classifications come into play when structuring how security and product data flows through reporting and analysis. Apply classification methods, link products to security classes, and refine results through assignments and entity-level overrides. These tools support consistent data organization while allowing targeted adjustments where needed.

 

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Security Classifications Getting Started Overview (~2 mins)

Learn what the Security Classifications system is, the privileges needed to use it, and where to find it Orion Connect.

 

 

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Setting Up a Classification Method (~2 mins)

Learn how to navigate and sort the Classification Method page in the Products and Prices app and how to create your first method.

 

 

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Inherited Classification Methods Types (~4 mins)

Learn what Inherited Classification Methods are, who should use them, and how to use the inherited data from other methods when creating one.

 

 

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Rules/Assigned Classification Methods Types (~5 mins)

Learn what Rules/Assigned Classification Methods are, who should use them, and the ways to create customized rulesets using your security and product data.

 

 

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Global Classification Methods (~4 mins)

Learn what Global Classification Methods are, who should use them, and why they are considered "global" when compared to inherited or rules/assigned methods.

 

 

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Products and Security Classes (~3 mins)

Learn how to navigate and view the Products and Security Classes pages in the Products and Prices app while understanding how they relate to one another, methods, and assignments.

 

 

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Assignments Panel Overview (~3 mins)

Learn how to access the Assignment Panel from the different Security Classifications pages and how to use it to link security classes and products together.

 

 

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Entity Overrides Overview (~3 mins)

Learn what the Entity Override feature is, the permissions needed to utilize it, how to select the entities involved with it, and the processes for overriding the security for the entity.

 

 

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Additional Resources

The additional resources below provide further details for utilizing the Products and Prices app and troubleshooting Security Classifications.

• Products and Prices App Overview
• How-To and Troubleshooting: Security Class Import
• How-To and Troubleshooting: Security Class Entity Override Import

 

 

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