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How to set up Commentaries and Disclaimers for use in the Fund Center

Before using Commentary and Disclaimer content in Fund Center there are some setup steps to go through.

  1. In System Administration > Approval Groups, create Approval Group(s) containing users allowed to publish content for the Fund Center.
  2. In System Administration > Data Dictionary, create a Commentary type for content to be used on the login page, and add the Approval group created in step 1.
  3. In System Administration > Data Dictionary, create Disclaimer types for disclaimers to be used in the Fund Center, and add the Approval group created in step 1.

You will now be able to create and publish Commentaries and Disclaimers in Kurtosys.

Commentaries and Disclaimers do not need to be linked to an entity or segmentation list for use in Fund Center.

Once set up, the disclaimers can be linked to multiple levels in the Fund Center by adding the disclaimer type in the appConfig.json file. To find out how to do this, refer to the article on configuring the application data and settings.