The following procedure allows you to update the general attributes of the changes.
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In the Portfolio Change Details panel, click the General tab.
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By default, the last selected change appears in the Portfolio Change ellipsis. To change the selected change, click the Portfolio Change ellipsis in the tool bar to select the required risk.
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The corresponding values of the Portfolio Change auto-populate in Change ID, Change Name, Type and Status.
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Type the required Change Name to edit the existing name of the change.
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(Optional) Type in the Description.
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Click SAVE.
The Approval Date is a non-editable field. Once the portfolio change is approved, the date appears.