Endpoints / Sidepoints page
The endpoints / sidepoints page shows all of the endpoints and sidepoints that are defined.
An endpoint defines how work that is being exchanged between two participants is financially settled. Endpoints specify the work type, the sender, and the receiver of the work. An endpoint is analogous to a batch (ICL). For the specific Bank A work flows, the work can be assigned to multiple receivers.
Multiple endpoints can be defined for the same participant. Transmission definitions and building options must be created before endpoints can be created.
The endpoints / sidepoints page displays a list of all the endpoints that are active as of a specified date. The list, and any endpoints that are displayed by using the page, are read-only.
Fields
The endpoints / sidepoints page has the following fields that are located above the list of endpoints:
- Effective date
- Enter the date and time to use as the active date for displaying the endpoints. Either type the date and time in the fields or use the calendar and clock controls to select the date and time. The default is the current date and time.
Columns
The columns available on the endpoints / sidepoints page are shown in the following table.
| Column name | Description |
|---|---|
| Endpoint ID | The ID of the endpoint or sidepoint. |
| Participant ID | The participant ID of the receiver who owns the endpoint. The ID is a link to the participant directory page for the receiver. It opens the version of the participant that is effective at the time and date that is specified in the effective date field. |
| Usage indicator | Indicates how this endpoint is used. Valid values for this field are shown in the
following list.
|
| Transmission definition | The name of the default transmission definition associated with the endpoint. This transmission definition is used unless it is overridden by the transaction. The ID is a link to the details page for the transmission definition. |
| Item grouping | The name of the grouping used for this endpoint. A grouping defines the work that the endpoint receives. Endpoints with an item grouping must provide an endpoint grouping configuration. |
| Outbound product | The outbound product associated with this endpoint. The ID is a link to the details page for the outbound product. |
| Collection type | The collection type associated with this endpoint. The ID is a link to the details page for the collection type. |
| Building option | Building options that are associated with this endpoint. The ID is a link to the details page for the building options. |
| Replication endpoint | Indicates whether a replication endpoint was assigned to this endpoint. Replica transmissions are built for endpoints that have a replication endpoint. |
| Customer type | The customer type associated with this endpoint. |
| Returns indicator | The value to use as the returns indicator for this endpoint. This field can contain the following values:
|
| Work type | The work type for this endpoint. |
| Destination routing transit | Identifies the institution that receives and processes the batch (ICL) or segment. |
| Return routing transit | The routing transit number of the sending bank or financial institution. |
| Originator routing transit | An optional field that can contain a routing transit number. |
The columns can be filtered by:
- Endpoint ID
- Participant ID
- Usage indicator
- Transmission definition
- Item grouping
- Outbound product
- Collection type
- Building option
Actions
The actions that are available on the page are shown in the following list.
- Participant ID link displays the participant details page. The value in the participant ID column is the link.
- Transmission definition link displays the transmission definition details page. The value in the transmission definition column is the link.
- Outbound product link displays the outbound product details page. The value in the outbound product column is the link.
- Building options link displays the manage building options page. The value in the building option column is the link.
- View details icon, which looks like an eye, displays the endpoint / sidepoint step pages.
- Refresh redisplays the list of records to show any new records and the updates that are made to existing records.
- Search entry field. Typing text in this field automatically filters the endpoints that are displayed in the table. The table displays only those endpoints that match what was typed in the search field.