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Table 1 – Instruments of the MA form
Button | Function |
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Calls the MA preview form | |
Creates a draft message for registering changes in the conditions of MA and calls the edit form (available for active MAs) | |
Creates a draft message for terminating the MA and and calls the edit form (available for active MAs) |
Web-client allows searching and sorting MAs by filters (Fig. 4).
Fig. 4 – filter settings
Description of filters available in the Web-client is provided in Table 2.
Table 2 – Transaction log filters
Filter Name | Description |
---|---|
Instruments | Selecting the type of transaction. Displays the MAs, where the selected instruments are used |
Roles | Choosing roles. Displays the MAs, in which the organization of the current user plays the selected role |
Date range | Setting the time interval. Displays the MAs, which were modified within the specified time period |
Active only | Checking the Active only box. Displays only active MAs (not yet terminated) |
To apply filters it is necessary to open the settings panel by clicking , setup filters and click . As a result the table will display MAs matching the search criteria.
Tip |
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These tables are subject to information display settings, described in section General Settings. |
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The table shows the following information about the counterparty:
Fig. 5 – Parties tab
A MA can be viewed by clicking on its registration number (Fig. 6)
Fig. 6 – viewing the MA
The Parties tab only allows filtering by role the parties play in various MAs. Table 3 describes categories of the Party Role filter.
Table 3 – Categories of the Party Role filter
Category name | Description |
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All | Displays all participants |
Clients (RAs) | Displays parties for which the current user’s organization is an RA |
Clients (BRAs) | Displays parties for which the current user’s organization is a BRA |
Counterparties | Displays counterparties |
RAs | Displays parties that are an RA for which the current user’s organization |
BRAs | Displays parties that are a BRA for which the current user’s organization |
To apply filters it is necessary to open the settings panel by clicking , install filters and click . As a result the table will display MAs matching the filter criteria.
Tip |
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These tables are subject to information display settings, described in section General Settings. |