Standardized Data Reporting (SDR) enables Fund companies and insurance carriers to request and obtain shareholder identity and trading information from firms on two levels:
- At the summary-data level, where information is passed for super-omnibus accounts which are composed of multiple plans, trusts and/or investor omnibus accounts. This information may include account numbers and the dollar value of all shareholder buys and sells.
- At the detail data level, where information is passed on a specific account or at the shareholder-trading level.
SDR is accessible via mainframe over DTCC’s SMART connection.
SDR Guides
Standardized Data Reporting Best Practices
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Standardized Data Reporting (SDR) Reject Code Reference Guide
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Standardized Data Reporting Technical Guide
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SDR Record Layouts
Networking Standardized Data Reporting
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SDR Codes
In the below documents you can find more detailed information on both the SDR Transaction Codes and the SDR Reject Codes.
Standardized Data Reporting (SDR) Transaction Codes
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Standardized Data Reporting (SDR) Reject Codes
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