Kategoriak: All - execution - portfolio - discipline - monitoring

arabera Yulia Chechun 13 years ago

260

execution

The text outlines various functionalities and processes related to managing self-clear requests, discipline levels, and escalation levels. It highlights the different tabs and actions available for handling single and multiple questions, including viewing and managing attempts, acknowledging confirmations, and monitoring question groups.

execution

execution

Go to 'Manage Self Clear requests'
Previously Restricted + late Entry
Self Clear + Late Entry

Manage Self Clear Requests

View Answer Attempt
My Actions/Manage Portfolio tabs display after submission
View Self Clear Attempt
Disposed Self Clears
Multiple Questions

The same actions as for Single Questions

Single Questions

View Comments and Actions History Page

Acknowledge/Discipline Confirmation

Self Clear Confirmations

New Action Types
Filter/Search

Previously Restricted/Late Entry

Go to 'Manage Self Clear Requests'
Answer Attempt page
My Actions/Manage Portfolio tab

Monitoring tab

Side details
View Comments and Action History Page
Tab Bottom
Export View
Discipline Export
Escalation Export
General/Filter

Disposed Holdings

Threshold
Discipline Disp. Failed SC
Disposed Failed Self Clear
Firm Action Self Clears (not lingering)
Lingering Exceptions

Manage Question Groups

Late Entry
Question Sets
Test Question Set Results

Manage Escalation/Discipline Level

Discipline Levels
Escalation Levels

Add/Update CR

Previously Restricted
Enable Late Entry
Acquisition Dates Dependency

Existing Users

New Users

Expanded Discipline (C1, C2, C3)
Discipline (C1)