Difference between revisions of "MIFID2"

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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>


= Create a new e-file user =
'''Step 1:'''
Connect to [https://e-file.lu e-file.lu] with your [[E-file Administration|'''e-file administrator''']] login (adminXXX) and click the '''Administration module''' icon.
[[File:AdminModule6.png|border|350px]]
'''Step 2:'''
Click the '''Users''' button
[[File:Users1.png|700px]]
'''Step 3:'''
The '''Users list''' screen opens. Click the '''Create a user''' button
[[File:User2.png|700px]]
'''Step 4:'''
The '''Create a user''' window pops up. Complete the form as shown in the figure below and click the '''Create''' button.
[[File:CreateUser.png|250px]]
'''Step : 5'''
Go back to the '''Users list''' screen. Move the mouse over the user you just created. Five icons will appear allowing  to perform the following actions:
Action 1: Edit user settings
Action 2: Force password change. If you press this icon, an email is sent to the user with a web-link to reset his password.
Action 3: The user is locked. Please be informed, that a new user will automatically be unlocked when he logs in for the first time.
Action 4: Lock the user.
Action 5: Delete the user.
[[File:Users list.png|900px]]
== Sort functions in the Users List ==
The '''Login''', '''Name''', '''Email''' and '''Last connection''' columns can be sorted (A to Z or smallest number to largest).
<u>Example</u>:
If you want to sort the ''' Name'''  column from A to Z or Z to A, click directly on ''' Name'''  on the top of the column. The direction of the arrow shows whether the sort is ascending or descending.
[[File:SortFunc.png|900px]]
== Filter functions in the Users List ==
<u>Example</u>:
If you want to display in the '''Users List''' only the users to whom the '''Group FATCA''' and the profile '''Manager''' have been assigned, you have to select the filter criteria as shown in the figure below and press the '''SEARCH''' button.
[[File:FilterUsersList.png|900px]]
= Assign groups and profiles to users =
'''Step : 1 '''
Open the '''Users list''' screen (see screen above) and click the '''Edit''' icon of the user to whom you want assign [[ProductCoverage|'''groups''']] and a specific [[E-file_Administration#New_e-file_user_profiles_.28e-file_v2.29 |'''profile''']].
[[File:Edit.png|800px]]
'''Step : 2 '''
The '''User details''' screen opens. Click the '''Groups''' icon.
[[File:UserDetails.png|500px]]
'''Step : 3 '''
The '''User details / Groups''' screen opens.
Select the [[ProductCoverage|'''groups''']] and [[E-file_Administration#New_e-file_user_profiles_.28e-file_v2.29 |'''profile''']] you want to assign and click the '''ADD A GROUP''' button [[File:AddGroup.png|500px]].Once you have added the groups and selected the profile, click the '''Save''' button.
Please be informed that you can find detailed information on all groups on our Wikipage [[ProductCoverage|'''Product Coverage''']]; column <u>e-file user account: "groupe"</u>.
<u>Example</u>:
If a user has to send '''COREP reportings''' to the CSSF, the e-file administrator must assign the <u>group</u> '''Rapport COREP''' and the <u>profile</u> '''Manager''' to the user.
[[File:AddGroupProfile.png|500px]]
= Sending Service management =
Select the '''Users''' tab of the '''Administration module''' and press the '''Sending Service Management''' button. The '''Sending Service List''' opens.
[[File:SDAdmin.png|700px]]
<u>Explanations</u>:
1. '''Status''': the green check mark indicates that the [[Sending Service|'''Sending Service''']] is active.
2. '''Login''': it is the login of the [[Sending Service|'''Sending Service''']] user.
3. '''Last connection''': date of the last connection of the [[Sending Service|'''Sending Service''']] to e-file.
4. '''Version''': when you move the mouse over the '''i''' (=information), the name of the latest [[Sending Service|'''Sending Service''']] version available pops up.
5. The number indicates the '''Sending Service version''' of your current [[Sending Service|'''Sending Service''']] . If you want to '''update''' your Sending Service press the download button [[File:DownloadButton.png|60px]] and download the latest Sending Service version with our [[Sending_Service#Installation_with_Sending_Service_Installer|'''Sending Service installer''']].
6. If you want to close a [[Sending Service|'''Sending Service''']] account, press the lock icon [[File:DesactivateSD.png|20px]] '''Deactivate'''.
7. '''Group''' filter function in the '''Sending Service List'''
<u>Example</u>:
If you want to display in the '''Sending Service List''' only the Sending Services to which the '''Group FATCA''' is assigned, you have to select '''FATCA''' in the drop down list and press the '''SEARCH''' button.
8. Click the '''Edit groups''' [[File:EditGroupSD.png|20px]] icon to get more detailed information on the [[Sending Service|'''Sending Service''']] user.
== Assign groups to the Sending Service user ==
<u>Example</u>:
If you want to submit COREP reportings through the [[Sending Service|'''Sending Service''']], you have to assign the group COREP to your Sending Service.
Please follow the steps below:
Step 1:
Select the '''Users''' tab of the '''Administration module''' and press the '''Sending Service Management''' button. The '''Sending Service List''' opens.
Step 2:
Click the '''Edit groups''' icon [[File:EditGroupSD.png|20px]] of the [[Sending Service|'''Sending Service''']] to which you want to add the COREP group.
[[File:SDMmgt.png|700px]]
The '''Change groups of Sending Service''' page opens.
[[File:ChangeGroupSD.png|700px]]
<u>Explanations</u>:
All '''Groups''' assigned to the [[Sending Service|'''Sending Service''']] are listed here '''(1)'''.
The only possible '''Profile''' value for a [[Sending Service|'''Sending Service''']]  is "Sending Service" '''(2)'''.
If the '''Alerts''' checkbox is checked [[File:Tick.png|20px]] '''(3)''', it means that the [[Sending Service|'''Sending Service''']] will receive '''replies''' (= feedbacks) from the regulator.
These '''replies''' will be dropped automatically into the [[Sending_Service#Sending_progress_and_follow_up|'''replies''']] respective Sending Service folder.
Step 3:
Press the [[File:EditButton.png|50px]] button.
The '''Details''' page of your Sending Service to which you want the COREP reporting opens in '''Edit mode'''.
[[File:EditModeSD.png|700px]]
Step 4:
Click the '''ADD A GROUP''' icon [[File:AddGroup.png|100px]], select the group you want to assign, click the '''SUBSCRIBE''' to Alerts button and '''VALEDTE''' your changes.
In the case you have to delete a group, click the '''cross''' (Delete).
[[Category: FAQ e-file]]

Latest revision as of 15:16, 15 January 2019

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