Confirm Order Correlation IDs

Firms can associate a back-office identifier with an order added to the platform. This identifier is called a security correlation ID. This association means there is no need to record and track Corastone identifiers.

You can confirm that the correct correlation ID has been applied by:

• searching for it

• displaying it from the Lot Details page

Searching

Use the Fund List to search for a security correlation ID.

Correlation IDs are not case sensitive.

In the Other Security IDs field, enter the correlation ID you are searching for. The list filters as you type.

Viewing from Lot Details

1. Find the order of interest.

2. Click Correlated Lot IDs List.