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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
Created by Jakub Svab
Created on Dec 27, 2024

Ability to see Counterparty’s and Entities external name on LIMITS DEFINITON page

We want to have ability to see Counterparty’s and Entities external name on LIMITS DEFINITON page and Counterparty’s and Entity’s external name on CHECK LIMITS page. On enclosed screenshot Limit Detail I have presented example:

When adding new Limit Detail, when browsing for Counterparty/Entity, we can see Counterparty/Entity Code and Counterparty/Entity Name (which is Counterparty/Entity External Name).

When Counterparty or Entity are selected, only Codes are visible. As you can see on attached screenshot Limit Detail 2.

It is very important for us to see external name here since one Counterparty/Entity can change name frequently and reviewing definitions can be very difficult when only Counterparty/Entity code is visible on Limit Detail page. Since Counterparty/Entity code cannot be changed, we will change external counterparty name, but this cannot be seen when Counterparty/Entity is selected. Can you enable visibility of Counterparty/Entity external name on this page for us ?

This same requirement is needed for CHECK LITIMS page in filter area for Counterparty and Entity (attached picture called Check Limit)


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  • Jakub Svab
    Reply
    |
    Jan 13, 2025

    Our issue was resolved by development team. The origin of the issue came from not knowing that we can update counterparties and entities using different unique key than Name. We know now that we can specify the key in QXT.