Role of SSIs in the CTM Workflow

Target audience 

• Broker/dealers and investment managers who want to optimize their use of CTM by including SSIs within the trade information supplied to CTM, either using ALERT or manual SSIs.

Learning objectives 

• Determine the best solution for you to enrich SSIs on your CTM trades – ALERT or manual
• Understand the requirements for successful enrichment to take place and why this is important for Settlements Management and Auto-Affirmation
• Configure your CTM and ALERT setup to facilitate the enrichment of SSIs
• Additional functionality to consider: Place of Settlement (PSET) matching and handling errors in the CTM UI