POA Deposits

Sends an alert for accounts where the advisor has a Power of Attorney and where a deposit has occurred during the last 24 hours.

AlertManager_PoaDeposits

Advisor users (called Partner users in BFS)

House Account Balance Alert

For an account owned by the house it is possible to send an alert to one or several administrators when a position balance (including reservations) goes above or below a certain limit in the trade and/or settle dimension.

On the admin user/s create a new custom filed with the name AlertManager_HouseAccountBalance and set the value to true if they should be on the send list for this alert.

On the house accounts it is now possible to add a custom field to each one that should have alerts enabled where the name of the custom field should be AlertManager_HouseAccountBalance_Settings and the value should be a valid JSON structure as shown in the example below. All values should be valid decimal values or integer values with . as the decimal separator.

{
"CashBalanceAlerts": [
{
"CurrencyCode": "SEK",
"LowerLimitTradedAmount": 20000,
"HigherLimitTradedAmount": 50000,
"LowerLimitSettledAmount": 20000,
"HigherLimitSettledAmount": 50000
}
],
"InstrumentBalanceAlerts": [
{
"InstrumentBrickId": "2a607e20-9164-4963-b321-8a73297d3eab",
"LowerLimitTradedAmount": 10,
"HigherLimitTradedAmount": 100,
"LowerLimitSettledAmount": 10,
"HigherLimitSettledAmount": 100
}
]
}

There is one array of CashBalanceAlerts that can contain several currencies and separate high and low balance alerts for each one. Then there is an array of InstrumentBalanceAlerts that works in the same manner with the difference that the instrument identifier is the BrickId of the instrument.

Admin users