As part of the Filing Manager BaFin workflow, we require our users to save their BaFin username, password, and BaFin_ID in their environment. This allows our product to submit the short report with the user’s BaFin account.

To add your credentials, the user will need to follow these steps.
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1. Add and save your BaFin user credentials in the FM BaFin screen by clicking the menu cog icon on the far right side.
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2. To get your BaFin ID, log in to the BaFin portal, select Submit Request under Specialised procedure from the left side menu. Choose TEST: Net short positions from the dropdown, and then the name of the entity registered. Your BaFin ID will be displayed in a blue box on the right. If you have multiple entities registered, please ensure these IDs are mapped correctly in your environment.
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3. Make sure your BaFin ID has been saved in the Form Properties tab of the appropriate portfolio/entity under Regulator IDs > BaFinID.
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Once saved, you are all set to use the Filing Manager BaFin.

If your file has already been run for the day and you add or update your BaFin credentials afterwards, the new information will not be applied automatically.

To ensure the updates are applied, you must rerun your file after saving your BaFin details.

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