Setting Up Default Support Values

During matching, users need to add support to transactions to explain timing differences. When Service Administrators define the match process, they can set up default support attribute values so that users do not have to manually enter those values repetitively.

To set up default support attribute values:

  1. Navigate to the Match Process tab of the match process. See Defining the Match Process.
  2. Click the Support Details tab.
  3. Select a Transaction Type.
  4. Enter default values for the attributes, for the selected transaction type, using the Default Value column.
  5. Click Save.

For a Support attribute of type Number, the value displayed is based on the precision set when defining the attribute. Once the default values are set up, the user will see the default values when supporting transactions on the Unmatched Transactions dialog.