Create missing securities in PSI

When importing missing securities, you can create them (rudimentarily) directly from the Portfolio Sync Interface and then successfully import all transactions. To do this, follow these steps:

1. Use the "Missing securities" button on the right side of the information bar to open the table of securities missing on the most recent import.
2. Right-click the security to be created and CREATE AS in the context menu and select the corresponding security type, for example, SUBSCRIPTION RIGHT.
   

   

3. If you confirm the following dialogue window with the "Create button", the security is created in the database. Only the master data fields necessary for your PSI to import the transactions are populated.
   

   

4. Proceed in the same way for all additional missing securities.
5. If you then restart the import, all transactions are imported.