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inSITE™

The inSITETM service provides a web-based repository for storing broker/dealer confirmation disclosures. It allows broker/dealers to post their disclosures to the inSITE web site based on established enrichment profile crtieria that generates a reference number unique to that specific disclosure document. The confirm submitted by the broker/dealer through the CTM and TradeSuite ID services is then enriched with the inSITE URL and reference number assigned to the relevant disclosure. Investment managers and parties to the trade can then use the URL and reference number to view the associated confirm disclosure through the inSITE Viewer web site.

Providing the confirm disclosure with the trade confirm reduces costs for the broker/dealers, since they can eliminate the mailing of paper confirms.

Use the following resources to learn more about how the inSITE service works, for both broker/dealers who need to upload confirm disclosures and establish enrichment profiles and counterparties who want to access and view the enriched confirm disclosures.



inSITE™

#NameDescriptionAdded On
1inSITE: Viewer Guide for TradeSuite ID and CTM TradesinSITE: Viewer Guide for TradeSuite ID and CTM Trades

Describes how investment managers and other trading parties can view disclosures, which have been attached to either TradeSuite ID or CTM trades, using the inSITE user interface role of Viewer.

Jan 09, 2018
2inSITE Online HelpinSITE Online Help New!

The online help files describe use of the inSITE service's web application interface. These files are also available from within the inSITE web application interface.

 

Oct 22, 2018

Watch the videos in this section to learn more about the inSITE service.

inSITE: Overview of the inSITE service and its Workflow

  • 1. inSITE: Overview of the inSITE service and its Workflow
  • 2. inSITE: How to Navigate
  • 3. inSITE: How to View Disclosures Using the inSITE Viewer
  • 4. inSITE: How to Upload and Maintain Disclosure Documents
  • 5. inSITE: Using the Maker/Checker Workflow for Document and Profile Changes
  • 6. inSITE: How to Add and Maintain Profiles