---
title: "Recommended transaction types for corporate action events"
slug: "recommended-transaction-types-for-corporate-action-events"
updated: 2026-09-03T17:06:18Z
published: 2026-09-03T17:06:18Z
canonical: "support.lusid.com/recommended-transaction-types-for-corporate-action-events"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Recommended transaction types for corporate action events

If you use the default transaction templates provided by LUSID for [corporate action events](/v1/docs/understanding-dedicated-corporate-action-events) then you **must** create transaction types with specific names residing in the `default` [source](/v1/docs/grouping-related-transaction-types-using-scopes-and-sources).

If you wish to change transaction type names and/or sources then you cannot use the default transaction templates and must instead [create custom transaction templates](/v1/docs/how-do-i-create-a-custom-transaction-template) for the events you wish to handle.

The transaction types on this page are suggestions only. You can [design a transaction type](/v1/docs/what-is-a-transaction-type) to have any economic impact you like.

## `AccumulationEvent`

### `FundAccumulationIncome` transaction type

**Recommended reading**: [Modelling an accumulation dividend (ACCU)](/v1/docs/modelling-an-accumulation-dividend-accu)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/FundAccumulationIncome?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "FundAccumulationIncome",
      "description": "Transaction type for accumulation event",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Adjust cost basis of security",
      "movementTypes": "StockMovement",
      "side": "AccumulationCustomSide",    # <--Custom side, see below
      "direction": 1
    },
    {
      "name": "Report income flow in relation to the security",
      "movementTypes": "Carry",
      "side": "AccumulationCustomSide",    # <--Custom side, see below
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

Both movements use the same custom side:

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/sides/AccumulationCustomSide?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "security": "Txn:LusidInstrumentId",
  "currency": "Txn:TradeCurrency",
  "rate": "Txn:TradeToPortfolioRate",
  "units": 0,
  "amount": "Txn:TradeAmount"
}'
```

## `BonusIssueEvent`

### `BonusIssueAdditionalUnits` transaction type

**Recommended reading**: [Modelling a bonus issue (BONU)](/v1/docs/modelling-a-bonus-issue-bonu)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/BonusIssueAdditionalUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "BonusIssueAdditionalUnits",
      "description": "Transaction type for bonus issue event - additional units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security holding",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `BonusIssueCashInLieu` transaction type

**Recommended reading**: [Modelling a bonus issue (BONU)](/v1/docs/modelling-a-bonus-issue-bonu)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/BonusIssueCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "BonusIssueCashInLieu",
      "description": "Transaction type for bonus issue event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `BonusIssueBuyUp` transaction type

**Recommended reading**: [Modelling a bonus issue (BONU)](/v1/docs/modelling-a-bonus-issue-bonu)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/BonusIssueBuyUp?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "BonusIssueBuyUp",
      "description": "Transaction type for bonus issue event - round fractional units up to a full unit and settle price difference in cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    },
    {
      "name": "Decrease cash balance",
      "movementTypes": "CashCommitment",
      "side": "Side2",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `BonusIssueCashOffer` transaction type

**Recommended reading**: [Modelling a bonus issue (BONU)](/v1/docs/modelling-a-bonus-issue-bonu)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/BonusIssueCashOffer?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "BonusIssueCashOffer",
      "description": "Transaction type for bonus issue event - cash offer",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase cash balance",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    },
    {
      "name": "Reduce units",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `CallOnIntermediateSecuritiesEvent`

### `ExerciseIntermediateSecurities` transaction type

**Recommended reading**: [Modelling a call on intermediate securities (EXRI)](/v1/docs/modelling-a-call-on-intermediate-securities-exri)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ExerciseIntermediateSecurities?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ExerciseIntermediateSecurities",
      "description": "Transaction type for call on intermediate securities event - buy new instrument",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units of new security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    },
    {
      "name": "Decrease cash balance",
      "movementTypes": "CashCommitment",
      "side": "Side2",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ExpireIntermediateSecurities` transaction type

**Recommended reading**: [Modelling a call on intermediate securities (EXRI)](/v1/docs/modelling-a-call-on-intermediate-securities-exri)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ExpireIntermediateSecurities?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ExpireIntermediateSecurities",
      "description": "Transaction type for call on intermediate securities event - expire old instrument",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units of old security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `CapitalDistributionEvent`

### `DistributionIncome` transaction type

**Recommended reading**: [Modelling a capital distribution (CAPD)](/v1/docs/modelling-a-capital-distribution-capd)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DistributionIncome?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "DistributionIncome",
      "description": "Transaction type for capital distribution event",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Adjust cost basis of security",
      "movementTypes": "StockMovement",
      "side": "CapitalDistributionStockCustomSide",   # <--Custom side, see below
      "direction": -1
    },
    {
      "name": "Add income to cash balance",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

The `StockMovement` uses a custom side:

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/sides/CapitalDistributionStockCustomSide?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "security": "Txn:LusidInstrumentId",
  "currency": "Txn:TradeCurrency",
  "rate": "Txn:TradeToPortfolioRate",
  "units": 0,
  "amount": "Txn:TradeAmount"
}'
```

## `CapitalGainsDistributionEvent`

### `CashReceipt` transaction type

**Recommended reading**: [Modelling a capital gain distribution (CAPG)](/v1/docs/modelling-a-capital-gain-distribution-capg)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DistributionIncome?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "CashReceipt",
      "description": "Transaction type for capital gain distribution event",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase cash balance",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    },
    {
      "name": "Report income flow in relation to the security",
      "movementTypes": "Carry",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `CashDividendEvent`

### `DividendIncome` transaction type

**Recommended reading**: [Modelling a cash dividend (DVCA)](/v1/docs/modelling-a-cash-dividend-dvca)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DividendIncome?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "DividendIncome",
      "description": "Transaction type for cash dividend event",
      "transactionClass": "Dividend",
      "transactionRoles": "Longer",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase cash balance",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    },
    {
      "name": "Report income flow in relation to the security",
      "movementTypes": "Carry",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `ClassActionEvent`

### `ClassActionSettle` transaction type

**Recommended reading**: [Modelling a class action (CLSA)](/v1/docs/modelling-a-class-action-clsa)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ClassActionSettle?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ClassActionSettle",
      "description": "Transaction type for class action event",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Credit settlement cash",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    },
    {
      "name": "Recognise settlement as income",
      "movementTypes": "Carry",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `ConversionEvent`

The default transaction template for this corporate action event specifies five transaction types, all conditional.

### `ConvRemoveExisting` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ConvRemoveExisting?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ConvRemoveExisting",
      "description": "Transaction type for conversion event - remove existing units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ConvAdjustCost` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of cash & security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ConvAdjustCost?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ConvAdjustCost",
      "description": "Transaction type for conversion event - adjust cost",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Adjust cost of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ConvReceiveCash` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of cash or cash & security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ConvReceiveCash?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ConvReceiveCash",
      "description": "Transaction type for conversion event - sell existing",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Decrease units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ConvReceiveUnits` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of security or cash & security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ConvReceiveUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ConvReceiveUnits",
      "description": "Transaction type for conversion event - new units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ConvCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ConvCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ConvCashInLieu",
      "description": "Transaction type for conversion event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `DividendOptionEvent`

### `DvopCashIncome` transaction type

**Recommended reading**: [Modelling a dividend option (DVOP)](/v1/docs/modelling-a-dividend-option-dvop)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DvopCashIncome?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "DvopCashIncome",
      "description": "Transaction type for dividend option event - cash income",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add income to cash balance",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    },
    {
      "name": "Report income flow in relation to the security",
      "movementTypes": "Carry",
      "side": "DvopCashIncomeCarryCustomSide",   # <--Custom side, see below
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

The `Carry` movement uses a custom side:

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/sides/DvopCashIncomeCarryCustomSide?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "security": "Txn:LusidInstrumentId",
  "currency": "Txn:TradeCurrency",
  "rate": "Txn:TradeToPortfolioRate",
  "units": 0,
  "amount": "Txn:TotalConsideration"
}'
```

### `DvopSecurityOption` transaction type

**Recommended reading**: [Modelling a dividend option (DVOP)](/v1/docs/modelling-a-dividend-option-dvop)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DvopSecurityOption?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "DvopSecurityOption",
      "description": "Transaction type for dividend option event - security option",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    },
    {
      "name": "Decrease cash balance",
      "movementTypes": "CashCommitment",
      "side": "Side2",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `DividendReinvestmentEvent`

### `DripCashIncome` transaction type

**Recommended reading**: [Modelling a dividend reinvestment (DRIP)](/v1/docs/modelling-a-dividend-reinvestment-drip)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DripCashIncome?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "DripCashIncome",
      "description": "Transaction type for dividend reinvestment event - cash income",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add income to cash balance",
      "movementTypes": "CashAccrual",
      "side": "Side2",
      "direction": 1
    },
    {
      "name": "Report income flow in relation to the security",
      "movementTypes": "Carry",
      "side": "DripCashIncomeCarryCustomSide",    # <--Custom side, see below
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

The `Carry` movement uses a custom side:

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/sides/DripCashIncomeCarryCustomSide?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "security": "Txn:LusidInstrumentId",
  "currency": "Txn:TradeCurrency",
  "rate": "Txn:TradeToPortfolioRate",
  "units": 0,
  "amount": "Txn:TotalConsideration"
}'
```

### `DripSecurityReinvestment` transaction type

**Recommended reading**: [Modelling a dividend reinvestment (DRIP)](/v1/docs/modelling-a-dividend-reinvestment-drip)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/DripSecurityReinvestment?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "DripSecurityReinvestment",
      "description": "Transaction type for dividend reinvestment event - security option",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    },
    {
      "name": "Decrease cash balance",
      "movementTypes": "CashCommitment",
      "side": "Side2",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `IntermediateSecuritiesDistributionEvent`

### `IntermediateSecurityUnits` transaction type

**Recommended reading**: [Modelling an intermediate securities distribution (RHDI)](/v1/docs/modelling-an-intermediate-securities-distribution-rhdi)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/IntermediateSecurityUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "IntermediateSecurityUnits",
      "description": "Transaction type for intermediate securities distribution event - add units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `IntermediateSecurityCashInLieu` transaction type

**Recommended reading**: [Modelling an intermediate securities distribution (RHDI)](/v1/docs/modelling-an-intermediate-securities-distribution-rhdi)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/IntermediateSecurityCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "IntermediateSecurityCashInLieu",
      "description": "Transaction type for intermediate securities distribution event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `IntermediateSecurityBuyUp` transaction type

**Recommended reading**: [Modelling an intermediate securities distribution (RHDI)](/v1/docs/modelling-an-intermediate-securities-distribution-rhdi)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/IntermediateSecurityBuyUp?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "IntermediateSecurityBuyUp",
      "description": "Transaction type for intermediate securities distribution event - buy up fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    },
    {
      "movementTypes": "CashCommitment",
      "side": "Side2",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `MergerEvent`

The default transaction template for this corporate action event specifies five transaction types, all conditional.

### `MergerRemoveExisting` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/MergerRemoveExisting?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "MergerRemoveExisting",
      "description": "Transaction type for merger event - remove existing units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `MergerAdjustCost` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of cash & security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/MergerAdjustCost?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "MergerAdjustCost",
      "description": "Transaction type for merger event - adjust cost",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Adjust cost of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `MergerReceiveCash` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of cash or cash & security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/MergerReceiveCash?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "MergerReceiveCash",
      "description": "Transaction type for merger event - recieve cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Decrease units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `MergerReceiveUnits` transaction type

This transaction type is required if the corporate action loaded into LUSID has a chosen election of security or cash & security. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/MergerReceiveUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "MergerReceiveUnits",
      "description": "Transaction type for merger event - recieve units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `MergerCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/MergerCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "MergerCashInLieu",
      "description": "Transaction type for merger event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `ReverseStockSplitEvent`

The default transaction template for this corporate action event specifies two transaction types, one mandatory and one conditional.

### `ReverseStockSplitUnitReduction` transaction type

This transaction type is always required. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ReverseStockSplitUnitReduction?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ReverseStockSplitUnitReduction",
      "description": "Transaction type for reverse stock split event - unit reduction",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ReverseStockSplitCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ReverseStockSplitCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ReverseStockSplitCashInLieu",
      "description": "Transaction type for reverse stock split event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `ScripDividendEvent`

The default transaction template for this corporate action event specifies two transaction types, one mandatory and one conditional.

### `ScripDividendAdditionalUnits` transaction type

This transaction type is always required. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ScripDividendAdditionalUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ScripDividendAdditionalUnits",
      "description": "Transaction type for scrip dividend event - additional units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `ScripDividendCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/ScripDividendCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "ScripDividendCashInLieu",
      "description": "Transaction type for scrip dividend event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `SpinOffEvent`

The default transaction template for this corporate action event specifies three transaction types, two mandatory and one conditional.

### `SpinOffAdjustCost` transaction type

This transaction type is always required. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/SpinOffAdjustCost?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "SpinOffAdjustCost",
      "description": "Transaction type for spin off event - adjust cost",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Adjust cost of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `SpinOffNewUnits` transaction type

This transaction type is always required. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/SpinOffNewUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "SpinOffNewUnits",
      "description": "Transaction type for spin off event - new units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `SpinOffCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/SpinOffCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "SpinOffCashInLieu",
      "description": "Transaction type for dividend option event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `StockDividendEvent`

The default transaction template for this corporate action event specifies two transaction types, one mandatory and one conditional.

### `StockDividendAdditionalUnits` transaction type

This transaction type is always required. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/StockDividendAdditionalUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "StockDividendAdditionalUnits",
      "description": "Transaction type for stock dividend event - additional units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `StockDividendCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/StockDividendCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "StockDividendCashInLieu",
      "description": "Transaction type for stock dividend event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `StockSplitEvent`

The default transaction template for this corporate action event specifies two transaction types, one mandatory and one conditional.

### `StockSplitAdditionalUnits` transaction type

This transaction type is always required. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/StockSplitAdditionalUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "StockSplitAdditionalUnits",
      "description": "Transaction type for stock split event - additional units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Add units to security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `StockSplitCashInLieu` transaction type

This transaction type is required if the corporate action loaded into LUSID has fractional units. See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/StockSplitCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "StockSplitCashInLieu",
      "description": "Transaction type for stock split event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

## `TenderEvent`

### `TenderRemoveExisting` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderRemoveExisting?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderRemoveExisting",
      "description": "Transaction type for tender event - remove existing units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `TenderAdjustCost` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderAdjustCost?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderAdjustCost",
      "description": "Transaction type for tender event - adjust cost",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Adjust cost of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `TenderReceiveCash` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderReceiveCash?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderReceiveCash",
      "description": "Transaction type for tender event - recieve cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Decrease units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `TenderReceiveUnits` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderReceiveUnits?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderReceiveUnits",
      "description": "Transaction type for tender event - recieve units",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `TenderCashInLieu` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderCashInLieu",
      "description": "Transaction type for tender event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `TenderBuyUp` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderBuyUp?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderBuyUp",
      "description": "Transaction type for tender event - round fractional units up to a full unit and settle price difference in cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Increase units of security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": 1
    },
    {
      "name": "Decrease cash balance",
      "movementTypes": "CashCommitment",
      "side": "Side2",
      "direction": -1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```

### `TenderEventCashAccrued` transaction type

**Recommended reading**: [Modelling a tender offer (TEND)](/v1/docs/modelling-a-tender-offer-tend)

See also: [Movement types](/v1/docs/what-movement-types-are-available) | [Built-in sides](https://support.lusid.com/docs/what-built-in-transaction-types-and-sides-are-provided-with-lusid#builtin-sides) | [Calculation types](https://support.lusid.com/docs/what-is-a-transaction-type-calculation)

```json
curl -X PUT 'https://<your-domain>.lusid.com/api/api/transactionconfiguration/types/default/TenderCashInLieu?scope=default'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "aliases": [
    {
      "type": "TenderCashInLieu",
      "description": "Transaction type for tender event - sell fractional units for cash",
      "transactionClass": "Basic",
      "transactionRoles": "AllRoles",
      "isDefault": false
    }
  ],
  "movements": [
    {
      "name": "Remove units from security",
      "movementTypes": "StockMovement",
      "side": "Side1",
      "direction": -1
    },
    {
      "name": "Increase cash balance",
      "movementTypes": "CashReceivable",
      "side": "Side2",
      "direction": 1
    }
  ],
  "calculations": [
    {
      "type": "Txn:TradeToPortfolioRate"
    },
    {
      "type": "Txn:ExchangeRate"
    }
  ]
}'
```