As an administrator you can use the bulk copy capability in Setup to select one or more profiles, accounts, or users and mass copy all associated order tag defaults (e.g., MiFID II values) to another profile, account or user. Note: Only resources of the same type (profile, account, or user) can be bulk copied. To […]
As an administrator you can use the mass edit capability in Setup to change order tag defaults (e.g., MiFID II value) for multiple profiles, accounts, and users all at once. Using the mass edit capability, you can also edit fields (e.g., exchange parameters) in Order Tag Defaults in addition to the values in each field. […]
If the number of Order Tag Default records in your company exceeds 30,000 in UAT or 100,000 in the Live environment, the Filter OTD’s button and Hide fields with restricted values check box will be displayed on the Order Tag Defaults tab. The data grid also shows “Select Filters” as in indication that you must […]
As an administrator in Setup, you can configure a parent account to apply its exchange values to shared accounts or child accounts (sub-accounts) and prevent these values from being changed. These settings can be configured per account using the Accounts | Exchanges tab, or when creating or modifying order tag defaults using the Order Tag […]
As a risk administrator, you have the flexibility to define the key fields that the Trade application uses to find a best match when selecting default order profiles for a user. Trade users can specify their own values at order entry time or use the profiles defined by their administrator. Using the Order Default Tags […]
The Order Tag Defaults search option provides the ability to view and validate which default order routing values are sent to an exchange per product for a specific account and user. Click More | Order Tag Defaults in the left navigation pane and click the OTD Search button above the data grid. Select values for […]