Reply To: Can the confirm status be tracked on the deal?

KWA Staff L

In the system, the confirmation document tracks the different stages of the confirmation process, such as trader confirmed, contract sent, client confirmed etc, so whilst the document is directly linked to the deal ( linked to the open or amended open deal event) the confirmation status is, by default, independant to the transaction status.
TPM can be used to create a visual workflow where the deal progress can be tracked and managed through the confirmation workflow. In addition, if necessary it is possible to relfect the latest confirm status directly in a user defined field on the deal with a small customisation.

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