This guide describes how to configure each investor to either automatically roll out products or to manually roll out products to originators.
Product Roll Out Preferences User Guide
Video Demonstration:
Procedure Steps
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Log in to Optimal Blue.
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Select the Configuration button on the home screen.
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Select the Entity Selection tab from the navigation menu at the top of your screen.
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Select the investor for which you want to set roll-out preferences from the investor list.
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Select the Entity Preferences option in the Activity Selection menu.
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Do one of the following:
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To automatically roll-out new products, check the Automatically Roll-out New Products option in the Miscellaneous section.
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To manually roll-out new products, uncheck the Automatically Roll-out New Products option in the Miscellaneous section.
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NOTE: Products in an non-rolled out status display in the product tree in brown.