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BACK OFFICE MENU

Some of the screens were combined into one group. Some of them were renamed. All these changes should make the navigation process more convenient. Here is a new navigation tree:

  • Accounts (Users)
  • Orders
    • All Orders (Orders History)
    • Order per Exchange
  • Positions
    • All Positions
    • Net Positions (Positions Summary)
  • Securities
  • Risk
    • Risk Rules (ORM Validation Rules)
    • Fat Finger (Settings/Risk Control)
  • Audit
  • Commissions
  • Items for Attention  
  • Settings
    • Margin
    • Commissions
    • Order Routing (Order Routing)
    • EOD Files (Reports)
    • Event Messages
    • Monitoring (Monitoring)
    • Corp. Actions
    • Ext10 Trades

EMAIL LENGTH RESTRICTION CHANGED

Number of allowed characters were expanded from 40 to 200 in email field.

MESSAGE AREA

We added a area above ticker where you could put any information in HTML format. You could manage that area via Layout tab in Edit Company screen. 

ACCENT COLOR

It is a nice feature if you want to style the platform to your own theme.

 

 

 

NEW NAMES OF WIDGETS

We rename a lot of widgets to make the navigation process more convenient. Some widgets are relayted to the Back Office funtionality and now these widgets contain 'BO' word in their name. Same solution we apply for the system widgets and now these widgets contais 'System' in their names. Here is the full list of changes:   

  • PriceAlerts -> Price Alerts
  • RebalancingModelManagement -> RIA Models
  • TradeAllocations -> RIA Trade Allocations
  • BackOffice -> BO Dashboard
  • Company Management -> BO Companies
  • User Management -> BO Users
  • Group Management -> BO User Groups
  • Orders for Review -> BO Order Review
  • SupportTickets -> BO Support Tickets
  • SymbolLookup -> BO Securities
  • Policies -> System Security Policies
  • SystemActions -> System Actions
  • WebActionManagement -> System Hotkey Actions
  • LocalizationManagement -> System Languages
  • Widget Management -> System Widgets

 

WEB API: NEW USER'S INFO: EMAIL AND CREATION DATE 

Email and Creation date fields were added to the Users endpoint.

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