If you would like to organise your counterparties to reflect your financial institution’s segments, you can do so on the Counterparties tab. Click on “Add new segment”.

You can name the segment as required and add the counterparties which should be in this segment.

When you are ready to create, click on “Add segment” at the bottom right of the screen.

The new segment, as well as the counterparties selected to be part of this segment, will be displayed on the screen.

If you wish to change the members of a particular segment, select the desired segment tab and the current counterparty members of the chosen segment will be displayed. Then, click on “Edit Segment” on the top right of the screen. 

You can then select those you wish to remove and click “Remove <segment name>”. Alternatively, you can add a new counterparty to this segment by clicking on the “Add new counterparty” on the bottom left of the display.