Correlated Share Class IDs

Manage internal share class IDs from the Offering Settings page:

Adding a Correlated Share Class ID

Using the Portal

To add a correlated share class ID:

1. Click the link under Correlated Share Class Ids.

1. Click Add Correlated Identifier.

1. Use the following guidelines to complete the form:

   Item	What to do
   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.

2. Click Confirm.

Using the API

Deleting a Correlated Share Class ID

Using the Portal

To delete a correlated share class ID:

1. Click the link under Correlated Share Class Ids.

1. Click the delete icon next to the ID to be deleted.

2. Click Confirm.

Using the API