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Status Future consideration
Categories Strategic
Created by Suzanne Cooke
Created on May 17, 2018

RELATED IDEAS

Rules Test - Find which rule will be applied



A generic page that will allow users to check all the various rules that would apply given certain input.


It would allow a cleaner setup of rules in general specifying a generic ALL rule and then the exceptions, rather than adding individual transaction types, instruments ect to make sure a specific rule applies.

Deal and Settlement approval rules is available in EWF and given a specific deal action and entity, a list of rules in priority order is returned.

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  • Admin
    Phil Morton
    Reply
    |     May 17, 2018

    If you go with a new page, then you should allow the entry of a deal number to see the current defaulting rules that would apply (with hyperlink to the rule in question).  That would prevent users from having to key cprty, ccy, entity etc when trying to trouble shoot the rule allocation for a particular deal.

    An alternative would be to provide a new menu item on the dealing pages to show the current default rule that would apply. Could be for a new (but not saved deal) or saved deal.