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Type "-" (dash) - System default entity, indicating absence of relation to an entity Default ...

Type Not Applicable User Attributes None Currency Entities "-" (-) - System default entity...

Type Portfolio (com.finmars.standard-instrument-type:portfolio) Other (com.finmars.standard-i...

Purpose What for & how to use List of Columns Column 1 - Description: - Format: - Is Group C...

Overview This standard-workflow-interface module provides a comprehensive interface for managing ...

Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

What is Finmars Wealth Aggregation Platform: aggregate financial information from different so...

Here will be brief introduction of Frontend of Workflow EngineYou will start from Homepage (Home)...

Part of Workflow Engine that exposes to user useful utilities to work with Workflow or Finmars Pl...

Workflow - some process defined by user, it sequence of one step or  many steps that do something...

Here is complete list of libraries that available in Workflow Engine for 2024-11-03 amqp==5.1.1 ...

Log in under user who has access only to Resource Group A   So, we just able to see that Potfol...

So, your client sends you this, what to do next?Here we see that there is no access to PortfolioH...

Identity and Access Management (IAM) Here is short explanation of how we manage Users and their P...

IAM - Identity and Access Management (IAM) User - user itself, when you sign up in FInmars, your ...

Now is most interesting partGo to Access Policies Page Now add new Access Policy So, here we mu...

Go to Portfolios Open any Portfolio You should be able to see Resource Group Input (multiselect...

Go to Resource Group PagePress add new Resource Group In same manner add resource_group_b, or ...