Handling Potential Short-Term Trade Confirmations

Authorized operators can review and choose whether to confirm trades that have been manually flagged as potential short-term trades by those who don't have the authority to confirm this status.

  1. Using the Data Operations personaClosedA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Short-Term Trade Confirmation from the Data Management menu. Or select in the universal menu, and then select Short-Term Trade Confirmation under Trades

  2. Approve or reject short-term status for the appropriate listed trades and associated repsClosedA rep is perhaps the most important contact connection in the intermediary business hierarchy. Each rep is an individual who sells funds and is affiliated with an office (and through the office, with a broker/dealer firm). Reps may also be referred to as "financial advisors." Possibly the most critical information you can track for reps are aliases, also known as trading IDs. Aliases are the IDs that associate transactions and assets with each rep. If you need to write queries or reports: The primary data for reps is stored in the Contact and Rep Profile tables. The Rep Alias table stores trading IDs associated with reps..

    1. For each operation (approval or rejection), if you want to limit those included, select checkboxes for those you want. If you want to include all those listed, don't select any checkboxes.
    2. Select the appropriate option (Approve or Reject) in the Select a Group Operation dropdown list above the table. The table is refreshed to clear the records that you've handled and the status of the potential short-trades and related connectionsClosedConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. is updated.