Counterparty

Type

Not Applicable

User Attributes

None

Entities

• "-" (dash) - System default entity, indicating absence of relation to an entity

Entity Viewer Layout

• CTP (com.finmars.standard-layouts:counterparties.counterparty:ctp)
  • User code (user_code) - unique code for the entity
  • Group (group) - workspace specific 
  • Short name (short_name)
  • Name (name)
  • Public name (public_name)
  • Notes (notes)

Form Layout

• Entity Header
  • Counterparty - Complex Field which include user_code and different Name fields
  • Group
  • Status - Enabled/Disabled/Deleted (Disabled is when it's excluded from reports)
• Layout Tabs
  • General
    • Notes
• System Tabs
  • None

Import Scheme

• STD - CTP (com.finmars.standard-import-from-file:counterparties.counterparty:ctp)