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Lot Correlation IDs (Asset Correlation IDs)

Manage lot correlation IDs from the Lot Details page.

Adding a Lot Correlation ID

To add a lot correlation ID:

  1. Click Other Lot IDs List in the Lot Details page.

  1. Click Add Internal Identifier.

  1. Enter the internal unique ID to assign.

  2. If you want to make this ID visible with the firms you do business with, select Broadcast to other counterparties.

  3. Click Confirm.

To retrieve and add lot correlation IDs, you'll need to implement the following endpoints:

  • Get Asset Details

  • Add Asset Correlation ID

Searching for a Lot Correlation ID

Searching for a lot correlation ID depends on whether the lot has been issued:

  • For lots that have not been issued, use the All Transactions tab in the Primary Sales page.

  • For lots that have been issued, use the All Transactions page.

  1. Make sure the Other Lot IDs field is displayed.

See Customizing Views for information on adding columns to the table.

  1. Enter the lot correlation ID in the Other Lot IDs field.

The list filters as you type.

Deleting a Lot Correlation ID

To delete a lot correlation ID:

  1. Click Other Lot IDs List in the Lot Details page.

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

  2. Click Confirm.

To delete a lot correlation ID, you'll need to implement the following endpoints:

  • Get Asset Details

  • Remove Asset Correlation ID