Overview
Use Fund Organization → Data Locks → Overview to inspect row-lock coverage across the organization's Investments, Investors, Accounting, Accounts and Fees records. A row lock protects a record against supported ordinary changes; it does not prove that its financial content is correct.
Set the review scope
Check the organization in the header, then choose Year and Accounting Period. A selected accounting period takes precedence over Year. Select All periods to review the whole selected year; All years and All periods provide the broadest date scope. This Overview has no Entity selector.
The scope is not a uniform transaction-date filter. Dated activities use their event dates; effective-date ranges overlap the review window; child records follow their parents. Undated master records, such as Investors and GL accounts, remain included. A period selection therefore does not mean that every displayed row was created in that period.
Read lock coverage and record counts
Coverage compares eligible existing records with the subset protected by row locks. A business-group count combines several source tables, so it counts records rather than unique investors or financial exceptions. The group total already includes its table rows. Review the population as well as the percentage: a lock summary cannot detect a required record that was never created.
The fictional summary below demonstrates the counting basis.
Fictional example. Year 2026 and All periods are selected; the Investors group is expanded.
This example shows 0 locked rows, 89 unlocked rows, 0.0% lock coverage and 23 tables with unlocked rows. These are record counts across the included tables, not amounts, investors or exceptions. The Investors group contains 13 records spread across profile, account, subscription and activity tables; only 2 of those are Investor records.
Expand a group to inspect each table's Total Rows, Locked, Unlocked, Lock Coverage and Status. A group totals its tables. Do not add a group total to its expanded table rows. Lock Coverage measures locked records divided by total eligible records, rather than a simple average of table percentages.
Unlocked means none of that table's eligible records are locked; Partially locked means some are; Fully locked means all are. Empty means no records meet this table's scope. An Empty table is not evidence that a required process was completed. In this screen an empty table's disabled link may say All locked: read the Empty status and zero Total Rows together.
Investigate the records
Use View unlocked rows beside a populated table to open its unlocked records in Table Editor. Check the destination table and filters before selecting or changing anything. Destination filters may produce a broader or narrower population than this summary. Recheck dates, parent or accounting-period relationships, and lock filters before acting.
The FundOps and Accounting tabs provide grouped lists of individual unlocked records. Use those lists when you need record-level review, rather than selecting a summary count. Availability of any locking action depends on your organization's configured actions and your role. This Overview does not execute a lock operation.
Use the corresponding Recon or Accounting Review & Close app to investigate errors before protecting records. If a correction is needed on a locked record, follow your organization's authorized correction and unlocking procedure, retain the reason, and re-run the relevant checks afterwards. Do not unlock records simply to make a write succeed.
Keep the controls separate
A clean reconciliation, a closed accounting period and a locked row answer different questions. Lock coverage is not reconciliation approval, period close or reviewer sign-off. More unlocked rows may be normal while work is in progress; 100% locked does not establish that all expected records exist or that balances are correct.
After an authorized lock or unlock operation, refresh this summary under the same scope and inspect the same underlying records. An unlocked-row list will stop showing a successfully locked record; confirm the row's lock state rather than treating disappearance alone as proof.