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How do I respond to a Data Request?

  • October 18, 2024 15:44

The basic 4 steps for responding to a Data Request are: 

1. Access the request 
2. Generate a response with your properties
3. Review your response for errors
4. Submit your response


For more detailed information:  

  • 5-page guide: How to respond to data requests in Portfolio Manager
  • 4-minute video: "How to respond to a data request"

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