Model SI Scan

Use this utility to search for invalid model settlement instruction details and to view report of the results.

1. Select SI Scan > Model SI Scan from the Utilities menu.

2. Select a model whose invalid settlement instructions you want to view

   If you do not select a model, search results include invalid instructions for all models.

3. Select criteria to narrow the search (country, security, or method)

4. Click Search.

   ALERT returns a list of invalid account settlement instructions. You can use the navigation links to scroll through the list.

5. Click a link in the Access Code field to open the Edit Settlement Instruction page.

   Note

   You must have read/write permissions to edit settlement instructions.

6. Click Save to update the settlement instruction or Close to proceed without editing the instruction.
7. Click Save to Excel.

8. Click OK to verify the charge for the report.

   ALERT sends you an email when the report is ready to view.

9. Retrieve the report on the Reports Run page.