Infront Portfolio Manager

Parameters of the "Monitoring customer account IDs" evaluation

Dashboards" module

The "Monitoring Customer Account IDs" contains the following parameters:

Parameters

Description

Consider transactions

Activate this parameter, which is deactivated by default, if you also want to check the IDs for all contained transactions.

This checks whether the transactions have unique transaction numbers (in connection with the respective securities account and account numbers). If no transaction number is stored, the so-called (internal) tracking ID is used.

General information on the parameters can be found in the section Parameters of the securities account evaluations.