Difference between revisions of "Instruments details"
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(Created page with "= How to access Instrument Details? = Step 1: Select your environment Production environment : '''https://www.e-file.lu/e-file/''' Step 2: Enter your e-file login credenti...") |
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<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small> | |||
__TOC__ | |||
= Instruments Details / Actor and Instrument = | |||
Select an actor and an instrument at the top left of the screen | |||
[[File:Picture3.png|800 px]] | |||
= | =Instruments Details /Contact, notification and profile= | ||
[[File:Picture444 2.png|800 px]] | |||
= Instruments Details = | =Instruments Details / To start a search= | ||
*Select an instrument | |||
*Choose a search parameter (name or codification) | |||
*Select the desired instrument level (not mandatory) | |||
[[File:Picture5.PNG|800 px]] | |||
=Instruments Details / To search by Name= | |||
*Enter a value in the white cell to find all results available in the database containing that name | |||
*Select the desired instrument level (not mandatory) | |||
[[File:Capture6.PNG|800 px]] | |||
=Instruments Details / Filter= | |||
Click on select a filter to refine the search | Click on select a filter to refine the search | ||
[[File:Picture7.PNG]] | [[File:Picture7.PNG|800 px]] | ||
=Instruments Details / Global view for a selected instrument= | |||
Functionalities | |||
[[File:Picture8.PNG|800 px]] | |||
[[File:Picture9.PNG|800 px]] | |||
=Instrument details / Hierarchy= | |||
Link to the fund tree view | |||
[[File:Instrument Detail-H445.png|800 px]] | |||
= | |||
=Instruments Details / Data available= | |||
All data type are available on the main page | All data type are available on the main page | ||
*Click on + to open a specific section | *Click on + to open a specific section | ||
[[File:Picture10.PNG]] | [[File:Picture10.PNG|800 px]] | ||
=Instrument Details / Copying information= | |||
All information can be copied by navigating on the line and with a single click | All information can be copied by navigating on the line and with a single click | ||
[[File:Picture11.PNG]] | [[File:Picture11.PNG|800 px]] | ||
= | =Instruments Details /Third parties data type = | ||
The third parties data type shows every actor involved in the fund | The third parties data type shows every actor involved in the fund (Currently available at Fund and Sub-fund levels) | ||
* Click on + to open a specific section | * Click on + to open a specific section | ||
[[File:Picture12.PNG]] | [[File:Picture12.PNG|800 px]] | ||
Latest revision as of 15:30, 19 September 2024
Page's last update : 19 Nov 2024
Instruments Details / Actor and Instrument
Select an actor and an instrument at the top left of the screen
Instruments Details /Contact, notification and profile
Instruments Details / To start a search
- Select an instrument
- Choose a search parameter (name or codification)
- Select the desired instrument level (not mandatory)
Instruments Details / To search by Name
- Enter a value in the white cell to find all results available in the database containing that name
- Select the desired instrument level (not mandatory)
Instruments Details / Filter
Click on select a filter to refine the search
Instruments Details / Global view for a selected instrument
Functionalities
Instrument details / Hierarchy
Link to the fund tree view
Instruments Details / Data available
All data type are available on the main page
- Click on + to open a specific section
Instrument Details / Copying information
All information can be copied by navigating on the line and with a single click
Instruments Details /Third parties data type
The third parties data type shows every actor involved in the fund (Currently available at Fund and Sub-fund levels)
- Click on + to open a specific section
