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Configure release rules for orders

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Proceed as follows to configure the release rules for orders:

  1. In the menu ribbon on the "Configuration" tab, select the command CONFIGURE RELEASE RULES FOR ORDERS in the menu of the "Ordering" icon.
  2. Define the desired functions in the formula editor that appears.
  3. Finally, select the "Save" button in the formula editor to close the formula editor and save the formula.
    You can use the flexible MM-Talk formula language to define any number of complex release rules.
The configuration of the release rules is only possible for users with the system right "Configure PSI Order Entry". For users without this system right, the corresponding command is hidden on the "Configuration" tab.

Beispiel

Market value of the orderRule

Up to €50,000

No further release required

50.000 to 100,000 €

Approval by "User B" (e.g. the head of department)

100.000 to 250,000 €

Release by "User C" (e.g. the store manager)

250.000 to 750,000 €

Additional approval by a board member

From € 750,000

Release no longer possible

Concrete numerical examples:

Market value of the orderRule
Market value € 45,000

"User A" releases order directly

Market value € 65,000

"User B" releases order

Market value € 125,000

"User C" releases order

Market value € 375,0000

"User C" and Management Board release order

Market value € 1,000,000

Automatic rejection of the order

Please also read the section on this topic at Functions of the order book.

By assigning rights in the user administration, you determine who can configure the release process and who can then release orders based on this. Please also read the chapter User administration.


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