DFM Model sharing / linking template

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

When requesting that Hubwise share your model with IFA firms,  please use the below template when submitting the ticket request:


Model Owner ID: This is your seven-character environment ID e.g. DFM0001 OR if unknown state your DFM name


Model ID: The eleven character ID (found in the Model Maintenance screen) e.g. HW000000664 OR- confirm that ALL models should be linked


Customer ID: List the seven-character environment ID of the IFA Firm you wish to share link your models with (OR If unknown,  confirm the IFA firm name and FCA number)


Revision Date: Include the specific model date you wish to share or use 0 to share all revisions which are not set to hidden


Charge Code: Detail the rate required and whether it includes VAT or not, or if VAT is not applicable

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