Correlated Security IDs
Manage correlated security IDs from the Offering Settings page or the Primary Sales page.
Adding a Correlated Security ID
To add a correlated security ID:
Click Correlated Security IDs List.
Click Add Correlated Identifier.
Use the following guidelines to complete the form:
Correlated Security ID
Enter the unique ID to assign.
Origin
(Optional) Select from the list of available origins to indicate the system that generated the ID. Contact Corastone support to configure additional origins.
Broadcast to counterparties
Clear this option if you do not want to share this ID with other participants.
Click Confirm.
To retrieve and add security correlation IDs, you'll need to implement the following endpoints:
Deleting a Correlated Security ID
To delete a correlated security ID:
Click Correlated Security IDs List.
Click the delete icon next to the ID to be deleted.
Click Confirm.
To delete a security correlation ID, you'll need to implement the following endpoints:
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