Settlement page

The settlement page displays settlement records that are associated with a Swift Identifier record. You can access the page from the SWIFT Identifier Details page by selecting the settlements tab.

Tabs

The tabs that are available on the page are shown in the following list.

Details: Displays SWIFT Identifier Details page for the selected Swift identifier.
Payment Systems: Displays payment system records that are associated with the selected Swift identifier.
Settlements: Displays settlement records that are associated with the selected Swift identifier.

Columns

The columns that are available on the page are shown in the following table.

Table 1. Settlement page columns
Column name	Description
Currency Code	The currency code used for the settlement instruction.
Asset Categories	The categories of assets covered by the settlement instruction.
Correspondent	The correspondent institution identifier.
Correspondent Type	The type of identifier used for the correspondent institution.
Correspondent Country	The country code of the correspondent institution.
Relationship Type	The type of relationship between the institutions.
Start Date	The date when the settlement instruction is active or valid.
End Date	The date when this settlement instruction is deactivated or expired.
Preferred	Indicates whether the selected settlement instruction is the preferred one.
Relationship Usage	Describes how and where this settlement relationship is used.

Note: The date columns are formatted according to your locale and time zone settings.

Actions

The actions that are available on the page are shown in the following list.

Open documentation opens the help page.
Build query displays the conditions that can be used to display the records.
Go queries records based on the given conditions.
Save Filter saves preferred query conditions for the query builder.
Filter column displays the build filter link that you can use to create a filter for the columns on the page.
Search entry field. Typing text in this field automatically filters the records that are displayed in the table. The table displays only those records that match what was typed in the search field.
Refresh redisplays the list of records to show any new records and the updates that are made to existing records.
Download CSV saves the displayed table view as a .csv file.
Show more text in table cells (up to 50 lines) shows up to 50 lines of text in a single table cell. The default is to show 5 lines. You can set the table view to either 50 lines or 5 lines at a time.
Show less text in table cells for easier reading (up to 5 lines) shows a maximum of 5 lines of text in a single table cell. You can set the table view to either 50 lines or 5 lines at a time.
Customize columns displays a page to select which columns are shown or hidden on the page.
Row settings configures the size and the spacing of the text that is displayed in the cells of the table.
Click a row to display the settlement details.
Actions > View Deleted Records opens the Deleted Records modal that displays a list of deleted settlement records. For more information, see Settlement.
Actions > View Patched Records opens the Patched Records modal that displays a list of patched settlement records. For more information, see Settlement.