Configure Email Notifications

Configure Email Notifications
MSCS BridgeNet
“How To…”
Setup Email Notification
Table of Contents
Notification Options..................................................................................................................... 2
Add a Notification........................................................................................................................ 4
Additional Setup Steps for “BridgeNet Trade Summary” Emails.................................................. 5
Sample Reports .......................................................................................................................... 6
The MSCS BridgeNet “How To…” guides provide step-by-step instructions for a very-specific BridgeNet
process. For more information on BridgeNet, including a full BridgeNet user guide please contact your
MSCS representative.
June 22, 2015
Page | 1
Notification Options
BridgeNet Announcements
BridgeNet is usually updated 1-2 times per year. Prior to each Release, a
BridgeNet Support representative sends notification about the Release
date and the new enhancements being made available. Notifications will
be sent to anyone listed to receive the “BridgeNet Announcements”
report type. Please add at least one contact for this report type.
Best For: All BridgeNet customers
Sent From: The BridgeNet Support team
BridgeNet Trade Imports
This report type generates an email every time a host trade file is loaded
to BridgeNet. The email is sent within a few minutes of receipt of the file.
The notice provides the total number of buys, sells, and
transfers/exchanges on the file, as well as the total dollar and unit
amounts. Alternatively, it will indicate an error in importing the file as a
whole.
Best For: Relius, SRT, ASC, Investlink, Infovisa, and Proprietary users
Sent From: mscsmail@broadridge.com, an unattended mailbox
BridgeNet Trade Summary
This report type generates an email at pre-scheduled time(s) each day.
The customer will be prompted to choose the output time during setup.
The resulting report details the total number of trades recevived that day
(up to the time the report was generated) and the current status of each
trade. The total number of buys, sells, and transfers/exchanges is also
supplied, as well as total dollar and unit amounts.
Best For: Relius, SRT, ASC, Investlink, Infovisa, and Proprietary users
Sent From: mscsmail@broadridge.com, an unattended mailbox
Trade Batch Process
This report type generates an email every a time a trade or exchange file
is sent to MSCS’ core system (from BridgeNet or from the customer’s
system). The email is sent within a few minutes of receipt of the file. The
notice provides the total number of buys, sells, and true exchange
transactions processed from the file. It also provides the amount of items
that were accepted for processing or rejected by MSCS. If there are
MSCS rejected trades, an attached report will be included, as described
in the “Trade Batch Rejects Only” information below.
Note: Customers that initate cross-family transfers/exchanges in
BridgeNet must be aware that those trades are sent as Sells and Buys.
Therefore, they will be reflected as such in this report, not as
“Exchanges”.
Best For: Trustrite, Accutrust, Innovest, and Proprietary users
Sent From: mscsmail@broadridge.com, an unattended mailbox
June 22, 2015
Page | 2
Trade Batch Rejects Only
If a trade or exchange file is sent to MSCS’ core system (from BridgeNet
or from a customer’s system) and any of the items in the file “MSCS
Reject”, a report will be emailed that outlines the number of items that
rejected, the order details for each item, and the reason for the reject.
Note: The Trade Batch Process notification includes rejected trades, so
this report would serve as an alternative to that file.
For Relius, SRT, ASC, Investlink, Infovisa, and Proprietary BridgeNet
users, please be aware that the trades must batch from BridgeNet to
MSCS’ core system before the file is checked for Rejects. Trades
generally batch to MSCS at the top of each hour, but could vary
depending on each customer’s BridgeNet system schedule settings.
Trustrite, Accutrust, Innovest, and Proprietary direct users should get
email notification within a few minutes of sending a trade file.
Best For: All BridgeNet customers
Sent From: mscsmail@broadridge.com, an unattended mailbox
Settlement Spreadsheets
June 22, 2015
If the Matrix Operations team has enabled online settlement report
access for a customer, the customer can maintain the contacts for that
report within BridgeNet (non-custodial accounts only).
Only For: Customers that settle trades directly with Matrix daily (i.e.
don’t utilize Matrix Trust)
Sent From: mscsmail@broadridge.com, an unattended mailbox
Page | 3
Add a Notification
From within the Tools menu, select “Email Notification.”
Click “Add”.
Choose the appropriate “Notification/Report Type” from the drop-down menu. Enter a single email
address in the “Email Address” field. When finished, click Save.
Use the “Remove” button to delete an entry this is no longer needed.
June 22, 2015
Page | 4
Additional Setup Steps for “BridgeNet Trade Summary” Emails
The “BridgeNet Trade Summary” report requires an additional setup step. Click the “Trade Summary
Options” tab that appears after the email address step has been completed from page 3.
Within the Trade Summary Options tab, click “Add New”.
When “Add New” is selected, the following section appears. Enter the time the summary report should be
sent daily. If more than one summary email is desired, add additional events as needed.
For those that prefer the format of the Summary email, but want it sent after each file import (instead of
the BridgeNet Trade Import report), the “Schedule Summary Report following every Host Trade file
load” checkbox can be used.
Use the “Edit” or “Delete” button to modify or remove events.
June 22, 2015
Page | 5
Sample Reports
BridgeNet Trade Import:
BridgeNet Trade Summary:
Trade Batch Process
Trade Batch Rejects Only
June 22, 2015
Page | 6
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertising