Understand electronic confirmation with "Routing Enabled" feature.
This feature can be Enabled/Disabled within the Company Preferences / Routing.
The setting is saved into company-settings database, company-preferences collection.
When the setting is "Enabled", by default all files received by GEN are routed.
To exclude a subset/or all of the documents from a specific counterparty from being routed: a routing rule is required. The implementation of routing rules is unlimited in numbers and specifications.
A routing rule is defined by:
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Receiver EIC
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Transactiontype
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Commodity
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Deliverypoint
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Active From -> it must start at least the day prior to the TradeDate of the document in order to be effective
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Status - enabled/disabled (as required by the user)
Processing difference between routed and non-routed documents:
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GEN does not send notification emails for Routed Documents
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GEN does not generate PDF
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GEN does not publish its own generated -> BoxResults, MatchingStatement via SFTP
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GEN does not allow any automatic change of the document state
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GEN user can either "Terminate" Routed Document (= cancel) or change over to "Email" (give the counterparty the possibility to confirm via email)
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GEN sends specific emails only if company has set up Counterparty Private Data (on new document, Reminder, On cancellation request)
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GEN user can submit message via chat only if company has set up Counterparty Private Data
In a Forward-to-Confirm use case, the XML version of the Confirmation is the binding one.
Typically, the GEN-Company and the Non-GEN-Company have an eCM addendum concluded under an EFET frame agreement.
Consult further specific information within these articles:
-> https://support.fidectus.com/en/how-does-ecm-routing-work
-> https://support.fidectus.com/en/setting-up-a-routing-rule-for-a-new-company