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In the Add Voluntary Corporate Action panel, you can identify the entities that elect to participate in a voluntary corporate action and provide details about their participation.

Before you set up entity election details for a voluntary corporate action, you must add the corporate action announcement, setting the Mandatory/Voluntary Indicator field in the announcement panel to Voluntary. You can add voluntary corporate action elections only for announcements that have a Released corporate action status.

To add a voluntary corporate action election:

  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.
  4. Click Submit.
    You see the results of your query in the Show All tab.
  5. 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.
  6. Enter the Entity ID.
  7. Enter the Entity Name.
  8. Enter the Entity Election Status.
  9. Complete any additional optional fields, as desired.
  10. Click Submit.

Add Entity Elections Options

The following table describes the options on the Add Entity Election Detail panel.

Field TagDescription
Long/short Indicator 15Displays a value of LONG or SHORT for the swap contract and each leg. When the Long/Short Indicator field (tag 2284) in the upper pane has a value of Long, the Long/Short Indicator (tag 15) in the lower pane identifies the swap contract as Long, the pay leg as Short, and the receive leg as Long. If you set the Long/Short Indicator field (tag 2284) in the upper pane to Short, the Long/Short Indicator (tag 15) in the lower pane identifies the swap contract as Short, the pay leg as Long, and the receive leg as Short.
CA Election Type4513Returns a list of custom codes (no default values) that can classify the type of action.
Sweep Date 1197Specifies the date that the global processes use to extract the corporate action for processing at the global level and apply it to eligible entities/holdings.
Expiry Date Processing 12877
Trade Date 1109
Elected Shares 316
Elected Shares Percent1001
Entity Election Status 54
Eligible for Consent 8097


Eligible Shares for Consent 8098



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