Alerts Summary - Broker Alerts
Broker account alerts indicate changes that a broker/dealer made to a model that they control.
The Alerts Summary page displays a summary of the alerts related to broker model changes. Select the radio buttons for all accounts or for only those accounts that have cross-references.
You can view alerts from multiple alerts simultaneously. Once you view alerts, you can perform actions (Save to PDF, Discard, Suppress) on up to 300 selected accounts across multiple acronyms simultaneously.
Note |
When you select Alerts from the Alerts menu, the summary page for investment manager alerts appears by default. To toggle between summary pages for investment manager and broker alerts, select the appropriate option from the Search For drop-down list. |
You can perform the following tasks from the Alert Summary page:
The Alerts Summary page displays alerts for a particular acronym.
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On the Alerts Summary page, click the link in the Number of Alerts group or select acronyms and click View to open the alerts for the selected acronym(s).
The alerts appear on the Alerts Summary Filtered by Acronym page. Use the respective columns to filter alerts by:
- Changes made
- Date Generated
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Click the link in the Changes column. The View Alert Originator Data Types page opens.
This page shows the account details. Recent changes to the account appear in green underlined text.
For optimal performance, DTCC recommends discarding alerts frequently. You can discard alerts from the Alerts Summary page or from the Alerts Summary Filtered by Acronym page.
Caution |
When you discard an alert, you delete it for all users for your organization’s acronym. |
- On the Alerts Summary or Alerts Summary Filtered by Acronym page, select the check box for the acronym to discard.
- Click Discard.
You can suppress generation of alerts for specified acronym/country/security combinations.
- On the Alerts Summary or Alerts Summary Filtered by Acronym page, select the check box for the acronym to suppress.
- Click Suppress.
- Select the suppression criteria on the Account Alert Suppression by Acronym page.
You can save alert details as a report in a PDF file.
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On the Alerts Summary page, click the link in the Number of Alerts field.
The Alerts Summary Filtered by Acronym page opens with all broker alerts listed.
- Select the check boxes next to the alerts you want to include on the report, or select the top-level check box to include all alerts.
- Click Save to PDF.
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In the Save to PDF dialog box, enter a unique report name and then click OK.
ALERT sends you an email when the report is ready to view. You can retrieve the report on the Reports Run page.