How do I use the data management application?

This article shows you how to access the data management application, and provides a summary of the features that are available on the website for managing portfolios, portfolio groups, properties and corporate action sources

1. Accessing the data management application

You can access the LUSID workflow application either via: 1) the navigation panel on the top left corner, or 2) the app tray on the top right corner. Please note that you need to be signed in to your LUSID domain in order to access the navigation panel and app tray.

Website dashboard1

1.1. The groups dashboard

The groups dashboard allows you to create, view, edit and delete portfolio groups.

1.2. The portfolios dashboard

The portfolios dashboard allows you to create, view, edit and delete portfolios.

1.3. The properties dashboard

The portfolios dashboard allows you to create, view, edit and delete properties.

1.4. The corporate actions dashboard

The Corporate actions dashboard allows you to create, view, edit and delete corporate action sources.