Pending trade rules, previously called flagged position rules, specify the criteria that the system uses to assign a pending status to transactions that require evaluation prior to processing. You define a set of pending trade rules to provide the criteria that the system uses to identify pending transactions. You You can create pending trade rules at the entity, asset, processing security type (PST), security type, message type, and event type level, using combinations of these criteria to create a rule. Multi-leg swap contracts, corporate actions, and interportfolio transfers Corporate actions are ineligible for pending transaction activity. You can also add pending trade rules for use in reporting alone.
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