Question

How can I update the funds within the DDA Selection Plan?

Answer 

There are two steps to follow:

1. Change the fund manually in your DDA Selection Plan: a Fund can be updated in your Selection Plan using the Rules tab, by clicking on the Fund field and selecting the desired fund. For more information on Selection Plan Management, click on: https://knowledge.exlibrisgroup.com/Rialto/Product_Documentation/040Rialto_Administrator_Guide/060Selection_Plan_Management

2. Create a Support ticket: To update the funds for your DDA Selection plan titles, you need to create a case here, as the Platform will need to update the fund code on their side.