Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. From the Reference Desk workspace, click Corporate Actions in the left navigation and then click Voluntary Elections>Add Voluntary Corporate Action Election.
    You see the Add Voluntary Corporate Action Announcement panel.
  2. Enter a Voluntary Begin Date.
  3. Enter a Voluntary End Date

    In the Query Voluntary Corporate Action Announcement section of the Entry panel, enter the criteria to select the released corporate action announcements for which you want to add voluntary entity elections.

  4. Specify a date range for corporate actions to include in the Voluntary Corporate Action Begin Date and Voluntary Corporate Action End Date fields. All other criteria are optional.

  5. Click Submit.
    You see the results of your query in the Show All tab.

  6. Select the entity you want to add and then click the click the Add Entity Election Detail button on the toolbar.
    You see the Action Entry Panel-Add Entity Election Detail.
  7. Enter the Entity ID.
  8. Enter the Entity Name.
  9. Enter the Entity Election Status.
  10. Complete any additional optional fields, as desired.
  11. Click Submit.

...