Counterparties

Counterparties
The counterparties page allows you to  view the score and report add counterparties,  view their EFI score and report  view the status of requests t...
Fri, 4 Jun, 2021 at 9:21 AM
Add new counterparty/counterparty already in EFI
To add a new counterparty, click on the “Add new counterparty” button on the bottom left of the screen: You are then prompted to search by name/BIC/LE...
Tue, 20 Oct, 2020 at 3:13 PM
Add new counterparty - nominate a new counterparty
If your counterparty is not already on the EFI platform, you can still send them a request. To do this, click on “Add new entity” on the search results scre...
Wed, 21 Oct, 2020 at 10:35 AM
Viewing counterparty nomination status
You can always view the status of your request to a particular counterparty by clicking on the Counterparties tab. The status column provides the curren...
Wed, 21 Oct, 2020 at 10:43 AM
Viewing Counterparty’s reports
In order to view a Counterparty’s report, the nomination status must be accepted.  Once the request has been accepted and a report is available, you can vi...
Fri, 4 Jun, 2021 at 9:39 AM
Organising your counterparties
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 n...
Wed, 21 Oct, 2020 at 10:57 AM
Add new segment
You can organise your list of counterparties into specific segments. This can be dependent on their region, industry, currency holdings or expected level o...
Fri, 4 Jun, 2021 at 9:14 AM