Configuring block orders in the Order Entry Service via MM-Talk

For PSI Order Entry that run via the Order Entry Service, block orders can be grouped using the MM-Talk formula language. Here, for example, user-defined fields can be used to delimit block orders. You can enter this formula directly in the "PSI Order Entry - Configuration" dialog box.

Proceed as follows:

1. Select the command ORDER ENTRY SERVICE, CONFIGURATION on the "Ordering" tab in the menu of the "PSI Order Entry" icon in the Infront Portfolio Manager ribbon.
2. In the "PSI Order Entry - Configuration" dialog box, you will find the "Group block orders according to the following MM-Talk formula" field in the "Block order grouping configuration" section of your PSI Order Entry tab.
   

   

3. Use the formula icon to the right of the "MM-Talk formula" field to switch to the formula editor and enter the desired MM-Talk formula for the block order grouping and save it.
   The input object for the formula is of type "OrderBookOrder", the result is a string. In this way, individual strings can be configured for the block orders from all the block order information that can be queried.
   A simple example would be a user-defined field on accounts as a criterion: Account.UserField['Currency class'].
   The first characters of the MM-Talk formula are displayed in the "MM-Talk formula" field for information purposes, but cannot be edited here. If a formula is stored, you can also recognize this by the formula icon ("green tick").
4. Close the "PSI Order Entry - Configuration" dialog box with OK.
   The block orders are now compiled for this PSI Order Entry according to the rule defined here.

If a formula is stored in the configuration of an interface as described here, this will take effect. Any existing configuration via the configuration files, which was previously implemented as a workaround, is then overridden.