Directive Info Section#

The Section: Info Section displays key information about the transaction directive.

Overview#

The Info section appears at the top of the Directive Details page and contains essential directive information.

Information Fields#

The following information is displayed in the Info section:

Transaction Details#

  • Item: Transaction ID - Unique identifier for the directive

  • Item: CIT Corporation - The corporation associated with the directive

  • Item: Status - Current status of the directive:

    • Green Option: Complete - Successfully processed

    • Orange Option: Pending - Awaiting processing

    • Reference to Rejected/Canceled itemRejected/Canceled - Not processed

Financial Summary#

  • Item: Number of Investments - Total count of investments in this directive

  • Item: Total Shares - Sum of all shares included

  • Item: Total Investment Amount - Combined value of all investments

Dates and Submission#

  • Item: Effective Date - When the directive takes effect

  • Item: Submitted On - Date and time of submission

  • Item: Submitted By - User who submitted the directive

Additional Information#

  • Item: Additional Instructions - Any special notes or instructions (if provided)

Note

Some fields may be empty if not applicable to the specific directive type.