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In the Add Flagged Position Rules Create Pending Trade Rule Detail panel, you can specify general criteria used to identify pending transactions.

To add create a flagged position pending trade rule detail:

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  1. In Accounting Center, in the left navigation pane, click Transactions > Trades > Pending Trade Rule Detail > Create Pending Trade Rule Detail.
    You see the Create Pending Trade Rule Detail panel.

  2. Complete the options in the

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  1. Create Pending Trade Rule Detail panel. 
    The following fields are required to define a

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  1. pending trade rule detail:  Pending Trade Indicator, along with at least one Reason Code. You must also specify an entity, security, message type, event type, or some combination of those attributes. 

  2. Click Submit

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  1. .