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Status Future consideration
Created by Jonas Gustafsson
Created on Dec 2, 2024

Action timing Unwind

I suggest that an action timing called "after unwind" should be added for money market dealing pages. The reason being that the current functional explanation to make sure that a mirror transaction is unwound when you need to unwind the parent deal. First you take unwind on the parent deal --> save the parent deal --> and then save the parent deal again to trigger the unwind on the mirror deal. This is inconvenient and if the traders/front office is not aware of this they will 100% forget it.


This is part of the explanation on a ticket I raised:
"Unwind vs Update

In Quantum, Unwind and Update are two mutually exclusive actions. Only the Update action is currently supported in a workflow page.

In the Money Market core page MMDEALM, the Unwind action will be triggered only after the deal is updated and the prerequisite is met, not after it is unwound

Unwind is currently not supported in Action Timing

Correct way to invoke the Unwind action

Create a parent deal, The mirror deal will be created automatically by the After Create actions.

Go to either deal to perform a partial or full unwind and save the deal. This will not unwind the related deal.

Recall the unwound deal and hit the Save button to trigger an Update action. This will invoke the Unwind action to unwind the related deal."

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