Quick Guide – Custom Select

Login and click on Custom Select to display the Custom Select page.

The Dashboard is where you create and manage instrument lists, run instrument search as well as preview and submit requests.

Displays the list of all requests submitted for processing and their status.

Displays the list of all schedules created for processing and their status.

This function allows you to see the data before running a request. Steps to create a preview are as follows:

• Enter the Symbol code in the search field (e.g., TR1) and hit enter. See appendix for the list of symbols available.
• Select the message type from the Message type drop-down. Note that Message types are instrument specific, e.g., Term SOFR – Reference Rates for TR1.
• Set the Start/End date or leaving the default dates.

• Click on the Preview button. This will allow you to run a preview to see a sample of the data your request will return.

• Close the preview by clicking on the ‘X’ icon and submit the request for processing by entering a friendly name and clicking on the submit button.
• This will submit the request for processing, the results will be available for download via My Requests page.