Knowledge Base
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Administration & Onboarding
Administration & Onboarding
Onboarding
Data Discovery & Deep Dives
Support
Managing Users
Environments
Developer Resources
Terminology & Identifiers
KOR Defined Terms
Critical Data Elements (CDE)
Unique Transaction Identifier (UTI)
Legal Entity Identifier (LEI)
Natural Person Identifier (NPID)
Privacy Law Identifier (PLI)
Fields
UPI
General
Controls
Releases - Testing
Back Reporting
Reporting Services
Rule Configurations
Dashboards
Eligibility
Regulatory Messages
Controls
Reports
Processing Concepts
Ingestions
Submissions
Reconciliations
Entity Configurations
Relationships Configurations
Data Feeds
Technical Specification Views
CFTC
Seeing what the CFTC Sees
Regulations & Requirements
Public Reporting
Transactions
Valuations
Collateral and Margin
Continuation and Updates
Corrections
Verification & Reconciliation
Delegated Reporting
Rejections
Porting In/Out
Best Practices
Sample Messages
SEC
Regulations
Canada
Regulations
Compliance Concepts
Public Reporting
Transactions
Valuation
Port In/Out
Canadian Regulator Reports
ASIC
Regulations and Requirements
Compliance Concepts
Public Aggregate Reporting
Transactions
Valuations
Collateral and Margin
Port In/Port Out
FAQ
MAS
Regulations and Requirements
Compliance Concepts
Transactions
Identifying Reporting Obligations
Identifying Reportable Derivatives Contracts
Reporting Nexus
Information to be reported
Cross-Border Activities
UTI and UTI Generation
EMIR (EU)
Regulations & Requirements
FAQs
Best Practices
ACER
Technical Specifications
HKMA
Best Practices
Back to home
Knowledge Base
Administration & Onboarding
Administration & Onboarding
Onboarding
Data Discovery & Deep Dives
Support
Managing Users
Environments
Developer Resources
Terminology & Identifiers
KOR Defined Terms
Critical Data Elements (CDE)
Unique Transaction Identifier (UTI)
Legal Entity Identifier (LEI)
Natural Person Identifier (NPID)
Privacy Law Identifier (PLI)
Fields
UPI
General
Controls
Releases - Testing
Back Reporting
Reporting Services
Rule Configurations
Dashboards
Eligibility
Regulatory Messages
Controls
Reports
Processing Concepts
Ingestions
Submissions
Reconciliations
Entity Configurations
Relationships Configurations
Data Feeds
Technical Specification Views
CFTC
Seeing what the CFTC Sees
Regulations & Requirements
Public Reporting
Transactions
Valuations
Collateral and Margin
Continuation and Updates
Corrections
Verification & Reconciliation
Delegated Reporting
Rejections
Porting In/Out
Best Practices
Sample Messages
SEC
Regulations
Canada
Regulations
Compliance Concepts
Public Reporting
Transactions
Valuation
Port In/Out
Canadian Regulator Reports
ASIC
Regulations and Requirements
Compliance Concepts
Public Aggregate Reporting
Transactions
Valuations
Collateral and Margin
Port In/Port Out
FAQ
MAS
Regulations and Requirements
Compliance Concepts
Transactions
Identifying Reporting Obligations
Identifying Reportable Derivatives Contracts
Reporting Nexus
Information to be reported
Cross-Border Activities
UTI and UTI Generation
EMIR (EU)
Regulations & Requirements
FAQs
Best Practices
ACER
Technical Specifications
HKMA
Best Practices
Administration & Onboarding
Welcome to KOR! Let's get started and manage your account!
Onboarding
Universal Services Agreement
CFTC: Counterparty Client Addendum
CFTC: Delegated Reporter Addendum Version History
What Client Agreement(s) do I need to execute?
How do I complete the onboarding ?
Client Onboarding Guide
Setting up your account
How to integrate with KOR through SSO?
How to setup Multi-Factor Authentication (MFA) ?
How do I use and navigate KOR's Tech Specs in Air Table?
How to update your Legal Name (not LEI)
Creating a Project Team for Integration into KOR
KOR Reporting Services Project Plan
What should I expect from the KOR Reporting Services (RS) Onboarding Process?
See more
Data Discovery & Deep Dives
Deep Dive: Configuration Mappings
Deep Dive: Transaction Events, Collateral, and Valuation
Deep Dive: UTI Workflow
Deep Dive: Product & UPI
Deep Dive: Entity Static Management
Deep Dive: General Intake Items
Deep Dive: Controls and Reconciliation
Deep Dive: Eligibility
See more
Support
How do I get support from KOR?
How do I create a support ticket
Where do I find my release notes?
What do I do if I need a new product or data value added?
My .csv file import doesn't line up all my data correctly.
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Managing Users
What permissions do each user type have?
How do I create and manage a user(s) as an admin?
What are the requirements of an Administrator User?
How do I change the email address of a user ?
As a user for a client what data do I have access to?
What is an API user and who can get access?
Adjust the state of a user
See more
Environments
KOR Test Environment
How do I navigate between Test and Production environments?
