Knowledge Base
Go to korfinancial.com
Submit a Ticket
Go to Customer Portal
Navigating KOR
Navigating KOR
Agreements & Onboarding
Support
Manage account and users
Working with KOR Tech Specs (Air Table)
Using KORs UI
Generating Reports
Reports Overview
Compliance Reports
Generating reports via the API
Dedicated API Site
Dedicated Developer API Portal
Reporting Services
Transformation Service
Dashboards
Static Data
Eligibility
Messages
Controls
How to use
Service - UPI
Commodities Products
Interest Rate Products
FX Products
Equity Products
Repository - ASIC
Regulations and Requirements
Compliance Concepts
Public Aggregate Reporting
Transactions
Valuations
Collateral and Margin
Port In/Port Out
FAQ
Repository - Canada
Regulations
Compliance Concepts
Public Reporting
Transactions
Valuation
Port In/Out
Canadian Regulator Reports
Repository - CFTC SDR
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
Repository - ESMA EMIR
Regulations & Requirements
FAQs
Best Practices
Repository - 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
Repository - SEC
Regulations
Terminology & Concepts
KOR
Critical Data Elements (CDE)
Unique Transaction Identifier (UTI)
Legal Entity Identifier (LEI)
Natural Person Identifier (NPID)
Privacy Law Identifier (PLI)
Reportable Fields
UPI
General
RRM - ACER
Back to home
Knowledge Base
Navigating KOR
Navigating KOR
Agreements & Onboarding
Support
Manage account and users
Working with KOR Tech Specs (Air Table)
Using KORs UI
Generating Reports
Reports Overview
Compliance Reports
Generating reports via the API
Dedicated API Site
Dedicated Developer API Portal
Reporting Services
Transformation Service
Dashboards
Static Data
Eligibility
Messages
Controls
How to use
Service - UPI
Commodities Products
Interest Rate Products
FX Products
Equity Products
Repository - ASIC
Regulations and Requirements
Compliance Concepts
Public Aggregate Reporting
Transactions
Valuations
Collateral and Margin
Port In/Port Out
FAQ
Repository - Canada
Regulations
Compliance Concepts
Public Reporting
Transactions
Valuation
Port In/Out
Canadian Regulator Reports
Repository - CFTC SDR
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
Repository - ESMA EMIR
Regulations & Requirements
FAQs
Best Practices
Repository - 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
Repository - SEC
Regulations
Terminology & Concepts
KOR
Critical Data Elements (CDE)
Unique Transaction Identifier (UTI)
Legal Entity Identifier (LEI)
Natural Person Identifier (NPID)
Privacy Law Identifier (PLI)
Reportable Fields
UPI
General
RRM - ACER
Navigating KOR
Welcome to KOR! Let's get started!
Agreements & Onboarding
Universal Services Agreement
CFTC: Counterparty Client Addendum
CFTC: Delegated Reporter Addendum Version History
What Client Agreement(s) do I need to execute?
Client Onboarding Guide
Setting up your account
How do I complete the onboarding ?
What are the requirements of an Administrator User?
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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Manage account and users
How do I change the email address of a user ?
How to setup Multi-Factor Authentication (MFA) ?
How do I create and manage a user(s) as an admin?
What is an API user and who can get access?
Adjust the state of a user
As a user for a client what data do I have access to?
How to integrate with KOR through SSO?
See more
Working with KOR Tech Specs (Air Table)
What is Airtable?
How do I use and navigate KOR's Tech Specs in Air Table?
Using KORs UI
How do I navigate between Test and Production environments?
Why can't I see my submission?
Messages screen navigation
How do I create a new Report Definition?
How do I run a new report job?
How do I re-run a report job?
How do I create a new Report Definition similar to an existing Report Definition?
How do I download reports?
How do I use the KOR Reports UI?
How do I create a new KOR report?
How do I create a new report similar to an existing report?
How do I download reports?
See more
