If a USLO Rate Card needs to be updated, the Executing Member (Receiver) can amend the Rate Card by downloading the detail file from the Atlantis UI, make the adjustments, and re-uploading it to Atlantis.
To complete this, login to the Atlantis UI and go to Agreements screen. Locate the Rate Card by filtering Agreement Type to USLO. Once you identify the Rate Card in the summary screen, click the checkbox of the relevant line and select “Download USLO Ratecard”.
This will download the selected Rate Card to your computer locally. Open it and make the adjustments necessary. Note that you cannot edit any fields that are greyed out.
When your adjustments are completed, Save the file to your computer.
To upload the amended Rate Card to Atlantis, go back to the Atlantis Agreements screen and select “Upload USLO Ratecard”.
Select your Atlantis Participant Code from the drop-down menu and then “Select File”.
Locate the saved USLO Rate Card on your computer and upload it here.
If your amended rate card only changed inputs in the Accounts sheet: the existing Rate Card will update with the changes. A new Document ID will not be generated
If your amended rate card changed inputs in the Document or Rates tab: the existing Rate Card will expire automatically by having a Termination Date added to it that is one day prior to the new, updated Rate Card. A new Document ID will be created for the new Rate Card.
Trades will automatically match and recalculate to the new Rate Card.