02 February 2026

EBS Ontrack reference data

You must have the EBS4SupFundManager licence to use fund manager.

The EBS Ontrack reference data group contains the roles for managing reference data used in the fund manager module in Ontrack Staff Hub.

The roles in the EBS Ontrack reference data group are described in the following table.

Role Allows users to...
Create and update FM reference data Create and update reference data used in fund manager.
Delete FM reference data Delete reference data used in fund manager.
View FM reference data View reference data used in fund manager.