How to Overlay an Investor Grid

This article explains how to overlay an investor grid.. 

  1. In the Configuration Site, from the Entity Selection tab, choose the investor with the grid you want to overlay.
  2.  Choose the Manage Products option from the activity selection menu on the right. 
  3. Choose the appropriate product set or product where the grid needs to be overlayed. Consider this carefully as overlaying the grid at the set level will modify the grid for all products in the set.                                         
  4. Choose the Eligibility or Adjustments option from the activity selection menu on the right.
  5. Locate the grid in the rule selection menu and click view/edit Grid option from the activity selection menu on the right.
  6. Click the Plus icon next to the individual cell you want to overlay. This will expose the Overlay this Rule button. Click this button to overlay individual fields.Users can overlay all fields at once by clicking the Overlay Entire grid button.   
    NOTE: When the user is attempting to overlay a grid inherited from a higher set level, Optimal Blue will always advise the user of the parent set to where the grid is built in the event they wish to have the overlay affect all products affected by the grid.
    NOTE: It is recommended users input a message in the comments section to document the rule has been overlayed.
  7. Click the Save button to save your overlays.NOTE: A grid that has more than four variables is referred to as a matrix in Optimal Blue. Matrices cannot be overlayed by users. For more information, contact your Client Services representative. 

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