You can configure access to the Depository Trust & Clearing Corporation (DTCC)
database from IBM® Producer Lifecycle and Credential
Management.
With the use of a scheduling tool, Producer Lifecycle and Credential Management can then obtain
continuing education, contract, state appointment, and producer details from DTCC.
Procedure
- Click .
- On the DTCC tab, click the Edit icon.
- From the DTCC Config Indicator drop-down list, select
Yes.
- Complete the following fields:
Field |
Description |
DTCC LNA Indicator |
If you subscribe to the DTCC LNA service, select Yes. |
DTCC Money Settlement Indicator |
If you subscribe to the DTCC Money Settlement service, select Yes.
This service can integrate with Producer Lifecycle and Credential Management to send commission
and incentive results to the application. |
DTCC User ID |
The user ID required to access the DTCC services. |
DTCC Password |
The password required to access the DTCC services. |
DTCC FTP Server |
The URL of the DTCC FTP server. |
- Click OK.