Quantum Ideas Portal
Welcome to the FIS Treasury and Risk Manager - Quantum Edition Aha! Ideas Portal.

By visiting this portal, you will be able to contribute towards the evolution of the Quantum solution through interactions with other Quantum users, FIS trusted partners and FIS staff from around the world. Each Portal User receives 5 votes. Each user is allowed 1 vote per idea. Votes are reset when an idea is in a final state i.e. Shipped (delivered in the product).

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Status Already exists
Categories Custom
Created by Mark Zumbraegel
Created on Apr 12, 2021

RELATED IDEAS

Add Analysis Codes to the Settlements Processing page View

Client would like the ability to select Deal Analysis codes for cash flows on the View for Settlement Processing Page. This will allow them to see more info about the cash flow.

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  • Admin
    Suzanne Cooke
    Reply
    |     Nov 2, 2021

    Analysis Codes can be added to the settlement view by way of using the expression builder:



    AnalysisCode

    Description

    Returns the value for the given Analysis Code Name, Scope, and key value

    Format

    AnalysisCode(scope, key, analysis_code_name)

    Arguments

    scope - the Scope defined for the Analysis Code: Deals, Instrument Type, or a supported transaction or static data type - see Additional Notes below

    key- the key value, depending on the Scope: (Deal Number, Entity Name, and so on)

    analysis_code_name - the Name identifying the specific Analysis Code

    Example 1

    AnalysisCode("FX","1234","Int")

    Results in the value of the Int code for FX deal number 1234.

    Example 2

    AnalysisCode("Entity","OurCorp","Rating")

    Results in the value of the Rating code for the OurCorp entity.


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