Pre-validate a dealing

You can pre-validate to check the content and structure of a dealing. When you pre-validate a dealing Landonline pre-validates all the instruments in that dealing. Pre-validation notifies you of any warnings or failures. 

You can pre-validate a dealing at any time and as often as you want before submitting your dealing. This doesn’t incur any fees.

With pre-validations:

• You must be from a firm associated with the dealing and have the appropriate privileges to pre-validate.
• You can submit a dealing for registration with pre-validation warnings and failures.
• Only the results of the last pre-validation will appear in the pre-validation report. The report lists failures and warnings by instrument.
• If an instrument is deleted from the dealing, any current pre-validations will clear, so the dealing must be pre-validated again.
• Separate sets of business rules are also run at signing and submit. 

Toitū Te Whenua recommends pre-validating a dealing before submission.

1: Navigate to the Pre-validate Dealing page.

To navigate to the Pre-validate Dealing page you can select Pre-validate Dealing from the lefthand menu if you are in your dealing.

Or, if you're on your Landing page select the 3-dot icon at the end of the row of a dealing. Then select Pre-validate Dealing.

2: Select the Run pre-validation on Dealing button.

Select the Run pre-validation on Dealing button at the bottom of your page.

If the dealing passes pre-validation a green tick icon will appear next to the Pre-validation tab.

If the dealing fails pre-validation the page will list any failures or warnings by instrument. 

A time and date stamp in the top-left corner of the page tells you when the last pre-validation was run. 

Print the pre-validation report, if needed. Select Print report at the bottom right of the page.

3: Edit instrument details, if needed.

Edit instrument details to fix any issues mentioned in the failures or warnings.

To do this select the arrow at the end of a failure or warning. The arrow takes you to the instrument page to make changes.

4: Run the pre-validation report again, if needed.

Once you've edited the instrument, repeat the previous steps to run the pre-validation report again.

5: Save instruments as you make changes.

Select Save to save the information and remain on the Prepare instrument page.

Select Save & back to save the information and return to the Instruments & Roles page.