Compliance project list

Display and search all projects you have access to through the Compliance Project List. Typical areas of use:

- View a list of all active and closed projects for, say, the last 6 months for a specific issuer 

- Quickly see which projects a specific person(s) has been active on for a selected time frame

- Use the list for clearance to trade requests

- View all projects for a specific time frame for auditing purposes 

 

To view the list (Compliance > Project overview), you need to have the role of a compliance officer. Read more about how you can manage your compliance users here.

The project list shows projects that you have access to. Access could either be direct admin access or compliance access through your role as compliance officer and your organizations compliance access model. Read more about the compliance access model here.

Use the predefined views from the dropdown or use the filters to refine your results.

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