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Manage Exchanges

Manage Exchanges

Create an Exchange

In the Create New panel, you can create an exchange.

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.
    NOTE: The selected Exchange ID needs to exist in the Code Values list under the IEXCHANGE CODE or it will be rejected.

  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

In the Edit Exchange panel, you can edit an exchange.

To edit an exchange:

  1. In Setup workspace, 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 toolbar.
    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

In the Delete Exchange panel, you can delete an exchange.

To delete an exchange:

  1. In Setup workspace, 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 toolbar.
    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

In the List Exchange panel, you can list exiting exchanges.

To list depositories:

  1. In Setup workspace, 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.