Registration and distribution matrix - Revision history

Cso: /* FAQ */

2025-02-04T10:48:19Z

FAQ

← Older revision		Revision as of 10:48, 4 February 2025
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	</div>		</div>

			<span class="mw-customtoggle-q21" style="font-weight:bold;line-height:2.5;">Why has my passporting been rejected?</span>
			<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-q21">
			::Passporting rejection: The date of the document does not match the date of the last document registered at the CSSF. What should we do ?
			::::''The document added to the notification package does not bear the same reference date than the latest version of this document filed at the CSSF''


			::Passporting rejection: "DOCREP-O00008456-00000003-0000-2023-06-30-SR-EN-0000.pdf, The indexation level and the type of document are not compatible"
			::::''A document has not been indexed at the appropriate level. Semi-annual and annual reports, Articles of incorporation, prospectus and payment information have to be indexed on fund level and not on sub-fund nor on class level''


			::Passporting rejection: "The contact person email address doesn't correspond to an user of the eDesk entity corresponding to the contact entity defined.
			::::''The rejection message from the CSSF is related to the contact e-mail address you insert in the pop-up before sending the notification: This contact e-mail should be identical to the one registered in eDesk.''


			::"Where can I find an already started passporting/country registration notification?
			::Where can I find an partically completed passporting/country registration notification?"
			::::''Started passportings can be found in the Notification process tab, in the dynamic filter, "My Notification in progress"''


			</div>
	<div style="text-align: center; width:100%;border-style: double none none none;"> </div>		<div style="text-align: center; width:100%;border-style: double none none none;"> </div>

Cso: /* FAQ */

2025-01-21T10:50:04Z

FAQ

← Older revision		Revision as of 10:50, 21 January 2025
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	<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-q9">		<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-q9">
	::This button allows to select all statuses at fund or umbrella level		::This button allows to select all statuses at fund or umbrella level
			</div>

			<span class="mw-customtoggle-q10" style="font-weight:bold;line-height:2.5;">Why is there one or more country(ies) missing in my registration matrix extract?</span>
			<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-q10">
			::The extract shows only the countries that you are filing entity for. As the registration matrix is not a stand alone product, you have to use the filing workflow(s) in order to be able to extract registration statuses.
	</div>		</div>

	<div style="text-align: center; width:100%;border-style: double none none none;"> </div>		<div style="text-align: center; width:100%;border-style: double none none none;"> </div>



	=Description=		=Description=

Cso at 11:56, 30 September 2024

2024-09-30T11:56:39Z

@@ Line 3: / Line 3: @@
 __TOC__
-[[File:Matrix GreyedOut.png|alt=Registration and distribution matrix is greyed out.|thumb|To have access : '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups ]]
+<span class="mw-customtoggle-q0" style="font-weight:bold;line-height:2.5;">Your module is greyed out?</span>
-====== <big>Your module is greyed out? :</big> ======
+<span class="mw-customtoggle-q1" style="font-weight:bold;line-height:2.5;">How can I batch upload registration or distribution statuses?
-To get access to this module, please ask your e-file local administrator to [[E-file Administration#How_do_I_assign_groups_and_profiles_to_users|make you member]] of the '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups.
+Can I bulk upload multiple registration/distribution statuses in one go?</span>
-=Selecting a fund =
+::LU1234567890;BE;R
@@ Line 34: / Line 94: @@
 [[File:AfterPoint7.png|30 px]] Move your mouse pointer over the fund area and click to open the '''Matrix''' screen.
-= Matrix =
+== Matrix ==
@@ Line 88: / Line 148: @@
 [[File:After-point10.png|30 px]] You can also export the complete matrix to Excel and view the status details, ISIN by ISIN, country by country. Press the '''Export''' button.
-= Registration statuses =
+== Registration statuses ==
 Please be informed that no changes have been made to the registration statuses rules.
@@ Line 150: / Line 210: @@
 *	To insert a XR, you must have a DX.
-= Distribution statuses =
+== Distribution statuses ==
 Please be informed that no changes have been made to the registration statuses rules.
@@ Line 181: / Line 241: @@
 *	To insert a XR, you must have a DX.
-= Consolidated view =
+== Consolidated view ==
 [[File:After dashboard.png|border|1400 px]]
-= Error messages =
+== Error messages ==
 Should you try to insert an unauthorized registration or distribution status, an error message will appear in a pop up while you hover over the status<br>
 [[File:After-Status blocked Error message.png|border|400 px]]

Cso at 15:34, 19 September 2024

2024-09-19T15:34:35Z

← Older revision		Revision as of 15:34, 19 September 2024
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	<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>		<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>

	~~[[File:Registration_and_distribution_matrix.png\|300px]]~~

	__TOC__		__TOC__

Cso: /* Your module is greyed out? : */

2024-09-19T15:26:28Z

Your module is greyed out? :

← Older revision		Revision as of 15:26, 19 September 2024
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	====== <big>Your module is greyed out? :</big> ======		====== <big>Your module is greyed out? :</big> ======
	To get access to this module, please ask your e-file local administrator to [[E-file Administration#~~Assign groups and profiles to users~~\|make you member]] of the '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups.		To get access to this module, please ask your e-file local administrator to [[E-file Administration#How_do_I_assign_groups_and_profiles_to_users\|make you member]] of the '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups.




	=Selecting a fund =		=Selecting a fund =

Cso at 15:08, 19 September 2024

2024-09-19T15:08:38Z

← Older revision		Revision as of 15:08, 19 September 2024
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	<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>		<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>

			[[File:Registration_and_distribution_matrix.png\|300px]]

	__TOC__		__TOC__

	~~[[File:Registration_and_distribution_matrix.png\|300px]]~~

	[[File:Matrix GreyedOut.png\|alt=Registration and distribution matrix is greyed out.\|thumb\|To have access : '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups ]]		[[File:Matrix GreyedOut.png\|alt=Registration and distribution matrix is greyed out.\|thumb\|To have access : '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups ]]

Cso at 15:08, 19 September 2024

2024-09-19T15:08:16Z

@@ Line 1: / Line 1: @@
-<small>''Page's last update : 31 May 2024''</small>
+<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>
 __TOC__
-=Introduction=
+[[File:Registration_and_distribution_matrix.png|300px]]
 [[File:Matrix GreyedOut.png|alt=Registration and distribution matrix is greyed out.|thumb|To have access : '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups ]]
@@ Line 14: / Line 9: @@
 ====== <big>Your module is greyed out? :</big> ======
 To get access to this module, please ask your e-file local administrator to [[E-file Administration#Assign groups and profiles to users|make you member]] of the '''''Distribution matrix ''''' and '''''Registration matrix ''''' groups.

Cso at 15:25, 29 August 2024

2024-08-29T15:25:11Z

← Older revision		Revision as of 15:25, 29 August 2024
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			<small>''Page's last update : 31 May 2024''</small>

			__TOC__

	=Introduction=		=Introduction=

Cso: /* Matrix */

2024-05-31T10:02:27Z

Matrix

← Older revision		Revision as of 10:02, 31 May 2024
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	<u> '''CHANGE REGISTRATION STATUS''' </u>: ~~If you want to add~~ /~~change a~~ <u>~~registration status~~</u> ~~press the '''CHANGE STATUS'''~~ button. A ~~drawer~~ opens on the right side of the screen. ~~In our case, the <u>registration status</u> has to be changed~~ from ~~'''~~R~~'''~~ to '''RX'''.		<u> '''CHANGE A REGISTRATION AND/OR DISTRIBUTION STATUS ''' </u>: To update a registration/distribution status, please select one or more statuses (by clicking on the status) and select the <u>CHANGE STATUS</u> button. A pop up opens on the right side of the screen. The below screen shot shows a change from R and D to RX and DX: Select the new status, add an effective date (not mandatory) and a comment and hit the '''CHANGE STATUS''' button.

	~~Click on the new '''RX''' status. The old '''R''' status becomes grey and the new status '''RX''' becomes green, see figure below. Finally, press the '''CHANGE STATUS''' button.~~		[[File:ChangeStatusRX.jpg\|500 px]]

	~~[[File:After Change status.png\|500 px]]~~



	<u> '''CHANGE DISTRIBUTION STATUS''' </u>: If you want to add /change a <u>distribution status</u> press the '''CHANGE STATUS''' button. A drawer opens on the right side of the screen. In our case, the <u>distribution status</u> has to be changed from '''D''' to '''DX'''.

	~~Click on the '''DX''' status. The old '''D''' status becomes grey and the new status '''DX''' becomes green, see figure below. Finally, press the '''CHANGE STATUS''' button.~~

	[[File:~~After Change distribution status~~.~~png~~\|500 px]]

Cso: /* Consolidated view */

2024-05-17T13:50:49Z

Consolidated view

← Older revision		Revision as of 13:50, 17 May 2024
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	= Consolidated view =		= Consolidated view =

	[[File:After dashboard.png\|border\|~~1000~~ px]]		[[File:After dashboard.png\|border\|1400 px]]

	= Error messages =		= Error messages =