Custodian Alerts

In the Alerts Summary, you can view, discard, or save alerts. If you have read/write access, you can discard an alert from the Alerts Summary page or the Alerts Summary Filtered by Acronym page. You can save alert details from the Alerts Summary Filtered by Acronym page using the Save to PDF icon.

Viewing the List of Alerts for the Settlement Instruction Controller Acronym

1. On the Alerts Summary page , click the link in the Number of Alerts column or select acronyms, then click View to open the alerts for the selected acronym(s). The Settlement Instruction Controller is the acronym (owner) of the SI instructions for a particular account. The acronym could be:
   1. A global custodian web acronym (with a model name)
   2. A global custodian direct acronym (with an A/C @ GC)

   The alerts appear on the Alerts Summary Filtered by Acronym page. Use the respective columns to filter alerts by:

   1. Change Made
   2. Date generated
2. Click the link in the Changes column on the Alerts Summary Filtered by Acronym page to view alert details.

Discarding Alerts

1. On the Alerts Summary page or the Alerts Summary Filtered by Acronym page, select the check boxes for the alerts you want to discard.
2. Click Discard.

Note

For optimal performance, discard unneeded alerts regularly.

Saving Alerts

1. On the Alerts Summary Filtered by Acronym page, select the check boxes for the alerts you want to save.
2. Click the enabled Save to PDF icon.
3. Enter a report name ( no special characters or spaces are permitted) on the dialog that appears.
4. Click OK.
5. Retrieve the report on the Reports Run page.