Deal Suggestions View

Created by Erik Åkerlund, Modified on Tue, 13 Feb at 11:23 AM by Elin Stenrud

Suggestions are displayed in the Deal Suggestions View.


It is possible to add, remove and change the order of the columns displayed and add columns (e.g. tags).


(Press Ctrl-F to filter the report list).



Last evaluated - When the Suggestions where created.

Maturity date - The maturity date for the suggestion.

Buy Currency - The buy currency of the suggested deal.

Sell Currency - The sell currency of the suggested deal.

Buy Amount - The buy amount of the suggested deal. Only one of the sell and buy amount will be displayed. 

Sell Amount - The sell amount of the suggested deal. Only one of the sell and buy amount will be displayed. 

Legal entity - The legal entity in which the suggested deal will be created.

Counterparty - For internal deals the entity marked as internal bank in master data will be shown. For external deals this will be blank.

Suggested deal status: 

    New - The inital status of the suggested deals is set in the FX Hedging rule. Status New can be skipped.

    Approved - Suggestions are approved and ready to be exported.

    Exported - The suggestion is sent to the trading platform.

    Completed - The suggested deal has been imported to Treasury systems.

Suggested deal rule name - The rule used to create the proposal.


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