Adding Depository Trust & Clearing Corporation configuration settings

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

  1. Click System Operations > System Config Settings.
  2. On the DTCC tab, click the Edit icon.
  3. From the DTCC Config Indicator drop-down list, select Yes.
  4. 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.
  5. Click OK.