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: User Guide for CTM TradesinSITE: User Guide for CTM Trades

Describes how broker/dealers can use the inSITE user interface to upload disclosure documents, and set up enrichment profiles.

Mar 24, 2017
2inSITE: Viewer Guide for CTM TradesinSITE: Viewer Guide for CTM Trades

Describes how investment managers and other trading parties can view disclosures using the inSITE user interface role of Viewer.

Mar 24, 2017
3inSITE: User Guide for TradeSuite ID TradesinSITE: User Guide for TradeSuite ID Trades

Describes how broker/dealers can use the inSITE user interface to upload disclosure documents, and set up enrichment profiles.

Nov 19, 2015
4inSITE: Viewer Guide for TradeSuite ID TradesinSITE: Viewer Guide for TradeSuite ID Trades

Describes how investment managers and other trading parties can view disclosures using the inSITE user interface Viewer functionality.

Nov 19, 2015

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

Playlist

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