3.21.3 Intermediary Tab
This topic explains the Intermediary tab in the FCIS Block Transaction Detail screen.
- On the FCIS Block Transaction Detail screen, click
Intermediary tab to view the following details.The Intermediary details are displayed.
Figure 3-101 FCIS Block Transaction Detail - Intermediary
If an entity has been identified as an intermediary for the transaction, then you must identify the same in this section, along with the commission percentage split for an entity.
- On Intermediary tab, specify the fields.For more information on fields, refer to the field description table.
Table 3-119 FCIS Block Transaction Detail - Intermediary Tab
Fields Description Entity Type Alphanumeric; 1 Character; Optional Select the entity type that has been identified as the intermediary for the transaction.
Entity ID Alphanumeric; 12 Characters; Optional For each entity type, specify the intermediary in this field. The name of the selected intermediary is displayed in the Entity Name field.
While entering a transaction, system will default the intermediary specified here. However, you can override the defaulted value.
Entity Name Alphanumeric; 100 Characters; Optional When you select the broker code, the name of the broker is displayed. However, you can amend this value.
Parent Entity Name Alphanumeric; 100 Characters; Optional When you select the broker code, the name of the parent broker for the selected broker is displayed. However, you can amend this value.
Split Percentage Numeric; 5 Characters; Optional Specify the percentage of total commission that is to accrue to the selected broker. The sum of all the percentages specified for any brokers identified for the transaction must equal one hundred percent.
From or To Leg Mandatory Select from or to leg details from the drop-down list. The list displays the following values:
- From
- To
Parent topic: Block Transaction Detail