So you have run into a Data Integrity Issue, this collection of documentation is here to help you out!

If you have run into the window below you will notice it contains the following information:

  1. Share Class Information (ie. Class A Preferred)

  2. Transaction Details (ie. Number of Shares and Transaction Date)

  3. Transaction Type (ie. Exchange, Transfer etc.)

  4. Error Explanation

  5. Recommendation for remediation

    Here is a list of all of the possible error messages you may encounter with our Data Integrity Check:

    1. No Valid To or From certificate References

    2. Certificates with no Transactions

    3. Negative balances on a Certificate

    4. Tasks - Review Exceptions

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