Functions on TargetMarketMatchResult

Target market" module

TargetMarketMatchResult.ClientOptingUsed→Boolean

Result: The ClientOptingUsed function returns "True" if the "Opting-in/Opting-out" indicator (FIDLEG) is set in the investment profile via the profiling service.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module

TargetMarketMatchResult.NegativeTargetMarketValueName[Category;IsNegativeTM;IsProducerTM]→ IndexString|String

IsNegativeTM (Boolean): Indicates whether the value applies to the positive target market or the negative target market.

IsProducerTM (Boolean): Indicates whether the value applies to the distributor target market or the manufacturer target market.

Category (IndexString|String): The target market category for which the value of the negative target market is to be delivered.

Result: The NegativeTargetMarketValueName function returns the value of the negative target market for the respective category of the security from the target market service.

Target market" module

TargetMarketMatchResult.ProfilingCategories→List(IndexString)

Result: The ProfilingCategories function provides a list of all target market categories from the profiling service.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module

TargetMarketMatchResult.ProfilingValueName[Category]→String

Category (IndexString|String): Target market category.

Result: The ProfilingValueName function returns the value stored for the reference object in the profiling service.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module

TargetMarketMatchResult.TargetMarketCategories[IsProducerTM]→List(Collection(IndexString))

IsProducerTM (Boolean[False]): This parameter returns "True" if it is a manufacturer target market category.

Result: The TargetMarketCategories function provides the list of all target market categories.

Target market" module

TargetMarketMatchResult.TargetMarketFields[Category;IsProducerTM]→List(Collection(IndexString))

Category (IndexString|String): Target market category.

IsProducerTM (Boolean[False]): This parameter returns "True" if it is a manufacturer target market category.

Result: The TargetMarketCategories function returns the list of all target market categories of the corresponding market according to the "IsProducerTM" parameter.

Target market" module

TargetMarketMatchResult.TargetMarketProfileMatch[Category]→TargetMarketProfileMatch

Category (IndexString|String): Target market category.

Result: The TargetMarketProfileMatch function returns the value that indicates the match between the customer profile and the respective target market category of the security. More details on the result can be found in the description of this function in the section Functions on positions.

Target market" module

TargetMarketMatchResult.TargetMarketValueName[Category;IsNegativeTM;IsProducerTM]→ IndexString|String

Category (IndexString|String): Target market category.

IsNegativeTM (Boolean[False]): Specifies whether the value applies to the positive target market (default setting) or the negative target market.

IsProducerTM (Boolean[False]): Specifies whether the value applies to the distributor target market (default setting) or the manufacturer target market.

Result: The TargetMarketValueName function returns the value stored for the security in the target market service.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module

TargetMarketMatchResult.WP→Securities

Result: The WP function returns the security to which the result relates.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module