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You can create, edit, delete and list

...

exchanges.

Create

...

an Exchange

You can create a

...

new change in the Create New panel. 

To create

...

an exchange:

  1. In the Setup workspace, in the left navigation, click

...

  1. Exchanges>Create Exchange.
    You see the

...

  1. Create Exchange panel.

  2. Click the Depository ID drop-down and select

...

  1. an Exchange ID.

  2. Optionally, enter a Description other than the description that defaults from

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  1. the Exchange ID.

  2. Optionally, enter a Legal Entity Identifier (LEI).

  3. Click Submit & Close.

  4. Review the information in the status window and click Ok to submit.

...

On this Page

Table of Contents

Edit an Exchange

You can edit

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an exchange in the Edit Exchange panel

To

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edit an exchange:

  1. In Setup, in the left navigation, click

...

  1. Exchanges>Edit Exchange.
    You see the Edit Depository panel.

  2. Enter

...

  1. the Exchange ID that you want to edit.

  2. Optionally, enter a Description.

  3. Optionally, enter a Legal Entity Identifier (LEI).

  4. Click Submit.
    You see the Show All tab displaying the results of your query.

  5. Click the checkbox to select

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  1. the exchange to edit and click

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  1. Change Exchange on the ribbon.
    You see the Action Entry Panel-Change

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  1. Exchange.

  2. Update the fields and click Submit & Close.

  3. Review the information in the status window and click Ok to submit.

...

Delete an Exchange

You can delete a depository in

...

the Delete Exchange panel. 

To delete

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an exchange:

  1. In Setup, in the left navigation, click

...

  1. Exchanges>Delete Exchange.
    You see

...

  1. the Delete Exchange panel.

  2. Enter

...

  1. the Exchange ID that you want to delete.

  2. Optionally, enter a Description.

  3. Optionally, enter a Legal Entity Identifier (LEI).

  4. Click Submit.
    You see the Show All tab displaying the results of your query.

  5. Click the check box to select

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  1. the exchange to

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  1. delete, and click

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  1. Delete Exchange on the ribbon.
    You see the Action Entry Panel -Delete

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  1. Exchange.

  2. Click Submit & Close.

  3. Review the information in the status window and click Ok to submit.

List

...

an Exchange

You

...

can list exchanges in the

...

List Exchange panel. 

To list depositories:

  1. In Setup, in the left navigation, click

...

  1. Exchanges>List Exchanges.
    You see

...

  1. the List Exchanges panel.

  2. Enter the

...

  1. Exchange ID that you want to view.

  2. Optionally, enter a Description.

  3. Optionally, enter a Legal Entity Identifier (LEI).

  4. Click Submit.
    You see the Show All tab displaying the results of your query.

...

  1. Double-click on the row to display the View Row dialog.

  2. Review the information

...

  1. and click Ok

...

  1. .