Accounts

Goal

View and search account static data in Axiom.

Prerequisites

• You are signed in to Axiom. See Sign In & Access.
• Your role includes access to the Accounts module.

Current status

The Accounts module is currently in development. When you navigate to Accounts, you will see a Coming Soon card indicating that the feature is not yet available for general use.

This page documents the planned behaviour so you know what to expect when the module is released.

Planned workflow

Search for an account

1. Click Accounts in the top navigation.
2. Use the Search bar to find an account by name, account number, or internal reference.
3. Results appear in the table. Click a row to view the full account record.

View account details

1. Click a row in the accounts table.
2. The detail panel will show:
   • Account identifiers — account number, internal reference, and BIC.
   • Account holder — entity name and LEI.
   • Settlement details — linked settlement instructions and default currency.
   • Status and dates — account status and effective date range.

Navigate to linked SSI records

From the account detail panel, you will be able to navigate directly to associated Standard Settlement Instructions (SSI) for that account.

Customise columns

1. Click the Columns button in the page header.
2. Toggle columns on or off to focus on the most relevant fields.
3. Click Save as default to persist your column selection.

Planned fields

Field	Description	Example
Account Number	Primary account identifier	DE89370400440532013000
Account Name	Descriptive name for the account	EUR Nostro Account
BIC	Bank Identifier Code of the account holding institution	DEUTDEDB
Currency	Account settlement currency	EUR
Account Holder	Name of the entity that owns the account	Global Markets AG
Account Holder LEI	LEI of the account holder	5493001KJTIIGC8Y1R12
Status	Current status of the account record	ACTIVE
Effective Date	Date from which the account is valid	2024-01-01

Related tasks

• Instruments — financial instrument data linked to accounts.
• SSI — standard settlement instructions associated with accounts.
• Data Dictionary — field definitions for account records.