Pending Settlement
View access is assigned to Standard users by default. Standard users may need adjusted permissions to perform actions on lots in this tab.
Subscriptions that have been accepted and require upfront payment are displayed in the Pending Settlement tab.

Once payment has been received:
Select the subscriptions.
Click Settle.
Click Confirm.
For subscriptions that are pending settlement, you'll need to implement the following endpoints:
Get Asset Details (filter to return assets under the security ID with Pending Settlement status)
Get Asset Details (filtered by asset ID)
Last updated
Was this helpful?

