Automatic Inbound Deal Confirmations
This section discusses the Automatic Inbound Deal Confirmations workflow.
Description
| Information Type | Description |
|---|---|
|
Event Description |
When you run the Inbound Confirmations Import process (TR_AE_RUNCNTL) from the Import Inbound Confirmations page (TR_AE_RUNCNTL), this automatically runs the Inbound Confirmations Application Engine process (TR_INBND_CONF_LOAD). The system activates this workflow when the following conditions are met: the deal's business unit has the Enable Auto Confirmation check box selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Review at Confirmation option is selected on the Instrument Detail page (INSTR_DETAIL_TR). |
|
Action Description |
Routes names of confirmed deals to an assigned user, through worklist or email. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
| Information Type | Description |
|---|---|
|
Approval Rule Set |
None |
|
Business Process |
Administer Deals (TR_ADMINISTER_DEALS) |
|
Activity |
Auto Inbound Deal Confirmation |
|
Role |
None |