Overview
For the 1-click filing workflow to work in your environment, please ensure all Portfolios currently used for trading short Hong Kong positions have the SFC Identifier added by going to the Portfolios & Entities screen and locating the HongKongSPRID field under Forms Properties.
Preparing Shareholding Disclosure data for integration with Filing Manager
Navigating to Portfolios & Entities.
Selecting the relevant portfolio.
Selecting Form Properties from the left-hand side.
HongKongSPRID can then be found under the Regulator IDs section.
Unfortunately, we cannot automate your workflow if this action isn't taken. Please ensure this is correctly updated in your environment.