Manage Exchanges

Owned by Pamela Totas (Deactivated)
Last updated: Aug 08, 2023
2 min read

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 Exchanges>Create Exchange.
    You see the Create Exchange panel.

  2. Click the Depository ID drop-down and select an Exchange ID.

  3. Optionally, enter a Description other than the description that defaults from the Exchange ID.

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

  5. Click Submit & Close.

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

Edit an Exchange

You can edit an exchange in the Edit Exchange panel. 

To edit an exchange:

  1. In Setup, in the left navigation, click Exchanges>Edit Exchange.
    You see the Edit Depository panel.

  2. Enter the Exchange ID that you want to edit.

  3. Optionally, enter a Description.

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

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

  6. Click the checkbox to select the exchange to edit and click Change Exchange on the ribbon.
    You see the Action Entry Panel-Change Exchange.

  7. Update the fields and click Submit & Close.

  8. 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 an exchange:

  1. In Setup, in the left navigation, click Exchanges>Delete Exchange.
    You see the Delete Exchange panel.

  2. Enter the Exchange ID that you want to delete.

  3. Optionally, enter a Description.

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

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

  6. Click the check box to select the exchange to delete, and click Delete Exchange on the ribbon.
    You see the Action Entry Panel -Delete Exchange.

  7. Click Submit & Close.

  8. 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 Exchanges>List Exchanges.
    You see the List Exchanges panel.

  2. Enter the Exchange ID that you want to view.

  3. Optionally, enter a Description.

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

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

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

  7. Review the information and click Ok.