How to Create a Pricing Policy entity

Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide

Creation of Pricing Policy Entity

1. Open the “Configuration” section in the left-hand side menu. Select the “Pricing Policies” entity.
   
2. You will be directed to a page displaying a list of existing pricing policies.
   
3. Scroll down to the bottom of the list and click the Add new button.
   
4. This action opens the Create Pricing Policy form.
   
5. Fill in the following fields:
   1. Name – the name of the pricing policy.
   2. Configuration Code – select from the dropdown menu.
   3. User Code – enter a user code using only lowercase letters (a–z), numbers (0–9), and special characters: underscore (_) or dash (-).
   4. Notes – any additional comments or context.
6. Once all required data is filled out, click Save to create the new pricing policy.