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Finalize planning

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

Planning must be completed before orders are released in the order book. Orders whose planning has been completed are assigned the status "Planned".

To move the orders with the status "In planning" to the status "Planned" in the order book, select the "Complete planning" icon in the order book toolbar.

Once the release rules have been configured, these orders are then released directly in the order book. Please read the following section Release orders (dual control principle).

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