3.16.5 Intermediary Details

This topic explains the Intermediary Details tab in the FCIS Transaction Switch Detail screen.

1. On the FCIS Transaction Switch Detail screen, click Intermediary Details tab to enter the details.
   The Intermediary Details are displayed.

   Figure 3-68 FCIS Transaction Switch Detail - Intermediary

   
   

   
   Description of "Figure 3-68 FCIS Transaction Switch 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.

2. On Intermediary Details tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 3-92 FCIS Transaction Switch Detail - Intermediary Details

   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; Mandatory 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 the from or to leg details from the drop-down list. The list displays the following values: From To