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Asset Allocation Actions 

Updated Aug 27, 2026 1 min read
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Each allocation record provides an Actions section containing operations that can be performed on the selected allocation. 

The available actions include: 

  • Edit — Allows the authorized user to modify the selected allocation information. 
  • Return — Provides the function for recording the return of an allocated asset. 

These actions should be used carefully because changes to allocation records affect the recorded asset holder and allocation status. 

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