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Status controls the tradability of instruments. I.e. if an instrument is possible to trade for a particular type of user. The property can take one of five values:
| Status value | Description |
|---|---|
| Open | The trade buttons are visible on instrument for everyone. |
| Open (Partner) | The trade buttons are visible on instrument in the backoffice module and in the advisor module, but not in the customer front module. |
| Open (Admin) | The trade buttons are visible on instrument in the backoffice module only. |
| Closed | The instrument can not be traded by anyone, but can be "reopened" from the backoffice module by selecting the "Closed" status in the instrument listing and editing the instrument. |
| Removed | The instrument is removed from all system modules but remains in the database in order to keep data integrity for historical orders, transactions and positions. |
Visible status controls the visibility of the instrument, i.e. whether an instrument is shown in listings. When an instrument is in "Phone" status the buttons for trading will open a dialog box with information on how to perform a phone order.
VIsible
| Visible Status value | Description |
|---|---|
| Open | The instrument is visible for everyone. |
| Open (Admin) | The instrument is visible in the backoffice module only. |
| Open (Partner) | The instrument is visible in the backoffice module and in the advisor module, but not in the customer front module. |
| Phone (Front) | The instrument is visible in the backoffice module and in the advisor module, but in the customer front module a configurable message with information on how to perform a phone order will be displayed. |
| Phone (Partner) | The instrument is visible in the backoffice module, but in the advisor and customer front modules the phone order message will be displayed. |