This article describes how to set and remove products from best-execution only status.
Best-Ex Only Designation User Guide
Video Demonstration:
Set Products to “Best-Ex Only”
Products that are set to “best-ex only” ONLY return for Secondary users within the Best-Ex screen in the Lender site. These products do NOT return in regular search results for any other users.
Why would you set product to best-ex only?
- You may need to disable products for originators while making changes and testing rules, overlays, markups, etc. This ensures originators see accurate results
- You can set products to best-ex only instead of deactivating products that you may offer at a later date.
-
From the Entity Selection tab in the Configuration site, choose the investor for which you want to set a product to best-ex only.
-
Select the Manage Products option in the Activity Selection menu.
-
Select the product or product set that you would like to set to best-ex only.
-
Select the Set Product to Best-Ex Only option in the Activity Selection menu.
NOTE: Products set to best-ex only are designated in your product tree by a red asterisk *.
Remove Products from Best-Ex Only
-
From the Entity Selection tab in the Configuration site, choose the investor for which you want to remove the best-ex only designation.
-
Click the Manage Products option in the Activity Selection menu.
-
Select the appropriate product or product set that you would like to remove from best-ex only.Products set to best-ex only are designated in your product tree by a red asterisk *.
-
Click the Remove Best-Ex Only Designation option in the Activity Selection menu.