Instruction Operations

The Instruction Operations page is part of the Corporate Actions module and is designed to manage submitted Corporate Action Instructions and their related Instruction Elections.
It provides a centralized view where authorized users can approve, reject, or cancel both instructions and their sub-level elections.

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📋 Overview

Each Corporate Action Instruction represents a specific action request for a given ISIN and Deposit Account, and may contain multiple Instruction Elections representing sub-choices or options within the corporate action.

The page includes:

• Corporate Action Instructions table (main level)
• Instruction Elections table (expandable details for each instruction)

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🧠 Core Features

✅ Approve / ❌ Reject

Both Instructions and Instruction Elections can be approved or rejected by authorized users.

Rules:

• Approval or rejection actions are only available when the current Status = Waiting Approval.
• Once approved, the record moves to the next processing step in the corporate action workflow.
• Once rejected, the record becomes locked and cannot be processed further.
• Approval and rejection actions are logged for compliance and audit tracking.

Available Actions:

Level	Action	Condition
Instruction	Approve / Reject	Only if Status = Waiting Approval
Instruction Election	Approve / Reject	Only if Status = Waiting Approval

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❌ Cancel Instruction

The Cancel Instruction button allows authorized users to cancel a full instruction, including all its elections.

When this button is clicked:

• The instruction’s status is set to Cancelled.
• All related Instruction Elections are also marked as Cancelled.
• The cancellation is recorded in system logs.
• The action is only available if Status = Waiting Approval.

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❌ Cancel Instruction Election

The Cancel Instruction Election button allows users to cancel an individual election within an instruction without affecting the entire instruction.

When triggered:

• The selected election’s status changes to Cancelled.
• Other elections within the same instruction remain unaffected.
• The cancellation is only available if Status = Waiting Approval.

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🔐 Access Control

Note:
The Instruction Operations page and all related approval and cancellation actions can be performed only by users with the tenant_management role.

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🧩 Summary of Status Requirements

Action Type	Target	Required Status	Resulting Status
Approve	Instruction / Election	Waiting Approval	Approved
Reject	Instruction / Election	Waiting Approval	Rejected
Cancel Instruction	Instruction	Waiting Approval	Cancelled
Cancel Instruction Election	Election	Waiting Approval	Cancelled

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🕵️ Audit and Traceability

All user actions (Approve, Reject, Cancel) are automatically logged with:

• Timestamp
• User ID and Role
• Action Type and Target
• Old and New Status

This ensures full traceability and audit compliance.

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Page Access:
tenant_management