Investor Pricing Expiration Configuration – Streamline

This article describes the different ways to configure investor pricing expiration in streamline configuration mode.

For additional information review the Pricing Status User Guide.

To establish pricing status controls, begin on the Entity Selection screen. Choose the investor for which you want to set pricing controls then click the Pricing Status/Import Activity Selection link to view the Product Status Summary screen. From there, click the CLICK HERE to View/Change Availability Settings link or the Go to Availability Controls button. Both methods will take you to the Pricing Status Controls screen.

To set or edit pricing controls in the Streamline Configuration mode:

  1. Make sure the Configuration Mode is set to Streamline Configuration.
  2. In this mode, Pricing Activation will automatically be set to activate when the source updates. This is known as Source Availability Event Based.
  3. Pricing expiration can be configured in a number of ways:
    1. Scheduled (Same Day) or Investor Product Suspends Pricing – Default – Pricing will expire at a set time on the same day it is received. Also, if the product is using an investor product as the source of pricing, and that investor product moves into the suspended status, the product will also. Occasionally, Optimal Blue will suspend an investor’s products if we know there is a potential problem with their pricing or eligibility. In such circumstances, you should also receive an email alert from us advising you to the product’s status, but this expiration option offers an additional layer of protection.
    2. Scheduled (Next Day) or Investor Product Suspends Pricing – Pricing will expire at a set time on the next calendar day (Overnight Protection). If the product is using an investor product as the source of pricing, and that investor product moves into the suspended status, the product will also.
    3. Scheduled (Next Business Day) or Investor Product Suspends Pricing – Pricing will expire at a set time on the next business day (Overnight Protection), accounting for both weekends and holidays. Also, if the product is using an investor product as the source of pricing, and that investor product moves into the suspended status, the product will also.

If you make changes, be sure to click on Update and then Activate Pricing to make pricing available for searching

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