Portfolio, claims, evidence and retirements
The Portfolio & claims tab helps customers track holdings and evaluate claim suitability.
Portfolio holdings
You can record holdings by standard, host country, quantity, acquisition price, registry account and status.
Statuses include held, reserved, retired and transferred.
Inventory reservations
Reservations show quantities held aside for a trade, broker case, credit listing or other workflow.
Webhook subscriptions
Eligible users can create webhook subscriptions for events such as broker case updates, evidence pack generation, claim assessment creation and holding updates.
Claim-suitability preview
Use the claim preview to check whether a credit type and use case appears suitable for a proposed claim. It can consider:
- Standard.
- Credit class.
- Host country.
- Claim use case.
- Retirement requirement.
- Trade corridor.
A preview is not final legal, accounting, tax or assurance advice. Formal claim review or evidence packs may require a paid review.
Evidence packs and retirements
Evidence packs and retirement/cancellation instructions may support voluntary claims, registry evidence, compliance records or customer reporting. Fees and pass-through registry costs may apply.