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Responsible

Entities

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

Entity Viewer Layout

  • 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

  • Counterparty - Complex Field which include user_code and different Name fields
  • Group
  • Status - Enabled/Disabled/Deleted (Disabled is when it's excluded from reports)
  • Notes

Import Scheme

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