ClaimConnect™

Welcome! In this section of the DTCC Learning Center you will find the resources you need to maximize your use of ClaimConnectTM. Use Quick Links, the ClaimConnectTM Resources tab (utilize filters to help narrow returned results), and Search to learn more.

Related Content

The ClaimConnect™ service is a solution to the industry's challenges in handling claims that may not be tracked by DTC. These include:

  • Securities Lending (Lends/Borrows)
  • Short Settled Trades (trades outside of the current T+2 settlement cycle)
  • Differences in Tax Rates
  • Not fail tracked (CNS/DTC)

...and other trades that fall outside of DTC's Corporate Actions processing services.

The ClaimConnect™ service eliminates the need for dedicated departments and e-mail reconciliation and is offered by the Depository Trust Company (DTC), a subsidiary of DTCC.

Please log in and expand the sections below to learn more. Review the Related Content links to access ClaimConnect™ - related documents, FAQs and Industry Working Group resources. All learning solutions may also be accessed via the Resources tab at the top of this page. 

Watch the recording of the ClaimConnectTM application demo presented on July 2, 2021.

ccdemo

Topics include:

  • the retirement of the Adjustment Payment Order (APO) function from CA Web;
  • accessing ClaimConnect via the MyDTCC portal;
  • the ClaimConnect Dashboard,
  • an overview of claims from both the submitter side and the receiver side;
  • using the Claim Search Engine;
  • entering claims in ClaimConnect;
  • viewing a Client Profile;
  • uploading documents to claims;
  • the ClaimConnect approval process, and more.

Presented by Matt Schill - Product Manager, Asset Services. Viewing time: 54 minutes.

Interested in understanding the benefits of ClaimConnect Security Payment Orders (SPOs) vs. Adjustment Payment Orders (APOs) as previously processed in CA Web? Check out the graphic below!

ClaimConnect_vs_APO

The image below shows the cash claim processing flow.

DTCC Claim Processing

The image below shows the cash claim settlement flow.

DTCC Cash Claim Settlement

The image below shows actions vs. claim statuses.

DTCC Claim Status Management

ClaimConnect™ Demo

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ClaimConnect™ FAQs

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ClaimConnect™ Industry Working Group Presentation: August 2019

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ClaimConnect™ On-Boarding Guide

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ClaimConnect™ Quick Guide

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ClaimConnect™ Settlement Quick Help

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ClaimConnect™ Working Group April 2019 Meeting

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ClaimConnect™ Working Group December 2018 Meeting

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ClaimConnect™ Working Group February 2019 Meeting

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ClaimConnect™ Working Group February 2020 Meeting

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ClaimConnect™ Working Group June July 2019 Meeting

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ClaimConnect™ Working Group Kick off Meeting: September 2018

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