Consider a sample workflow for portfolio monitoring updates: The firm sends a request for updated key financials to portfolio companies using the email notification feature. The email contains a link to a secure web form, where the portfolio companies enter their key financials. As completed forms are submitted, Data Exchange notifies the firm so that the portfolio data can be reviewed. Upon approval, Data Exchange sends the latest set of updates into Investran, the firm's portfolio management system. If rejected, a notification is sent to the company requesting that the data be reviewed and corrected.