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Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage >
About the Trades Page (Siebel eBrokerage Only)
Through the Trades page, users can buy and sell stocks, mutual funds, bonds, and options. Also, assets from other institutions can be transferred to user accounts. Open orders for stock, bond, mutual fund, and option trades can be viewed and canceled. From the Trades page, users can view their trade history. In Siebel Finance, all trades map to the Service Requests screen. There is no direct link to the trade or investment views, as an administrator would configure the workflow processes to monitor for the Service Requests, and then execute a trade from a backend system. Trade Cancellation
Trade orders can be canceled by drilling down on a trade number from either the Siebel eBrokerage Home Page, or the Trades Summary screen. To change default trade cancellation behavior, use Siebel Tools to modify the FINS eBrokerage Trade Detail Form Applet. The three applet user properties that govern trade cancellation behavior are described in Table 7.
Table 7. Applet User Properties for Trade Cancellation
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Cancel Trade Confirm Page Sequence |
1 |
This property sets the sequence of the page to display for confirming the trade cancellation. This number must match the sequence number for the page created in Applet Web Templates. |
Disable DeleteRecord |
Y |
If set to Y, trade cancellation will be enabled for all trades with a status of Pending. If set to N trades cannot be canceled. |
Disable DeleteRecord GotoView |
FINS eBrokerage Open Orders List View |
The view to display immediately after the cancellation is confirmed. |
Trade Error Checking
When a user enters a trade order, Siebel eBrokerage validates the order information. Each type of trade has its own validation rules that are configured in Siebel Tools by setting applet user properties for the following applets:
- FINS eBrokerage Stock Trade Form Applet
- FINS eBrokerage Option Trade Form Applet
- FINS eBrokerage Mutual Fund Sale Form Applet
- FINS eBrokerage Mutual Fund Purchase Form Applet
- FINS eBrokerage Bond Trade Form Applet
- FINS eBrokerage Transfer Securities In Applet
Table 8 through Table 13 describe the user properties for each of these applets, their settings, and the type of error checking that is handled by default when a user submits a trade.
Table 8. FINS eBrokerage Stock Trade Form Applet
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Error Type 1 Sequence Number |
3 |
This property sets the sequence of the page to display if a limit order is entered and limit price or stop price is not entered. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 2 Sequence Number |
4 |
This property sets the sequence of the page to display if an order is entered and all the required entry fields are left blank. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 3 Sequence Number |
5 |
This property sets the sequence of the page to display if a market order is entered and the stop price is also entered. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 4 Sequence Number |
6 |
This property sets the sequence of the page to display if a market order is entered and the limit price is entered. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 5 Sequence Number |
7 |
This property sets the sequence of the page to display if a market order is entered and the limit price and stop price is also entered. This number must match the sequence number for the page created in Applet Web Templates. |
FINS eBrokerage Type |
Stocks Trade |
This must not be changed. |
Table 9. FINS eBrokerage Option Trade Form Applet
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Error Type 1 Sequence Number |
3 |
This property sets the sequence of the page to display if an order is entered and any of the required fields are left blank. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 2 Sequence Number |
4 |
This property sets the sequence of the page to display if a limit order is entered and the limit price is not entered. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 3 Sequence Number |
5 |
This property sets the sequence of the page to display if a market order is entered and the limit price is also entered. This number must match the sequence number for the page created in Applet Web Templates. |
FINS eBrokerage Type |
Options Trade |
This must not be changed. |
Table 10. FINS eBrokerage Mutual Fund Sale Form Applet
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Error Type 1 Sequence Number |
3 |
This property sets the sequence of the page to display if an order is entered and any of the required fields are left blank. This number must match the sequence number for the page created in Applet Web Templates. |
FINS eBrokerage Type |
Mutual Fund Sale |
This must not be changed. |
Table 11. FINS eBrokerage Mutual Fund Purchase Form Applet
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Error Type 1 Sequence Number |
3 |
This property sets the sequence of the page to display if an order is entered and any of the required fields are left blank. This number must match the sequence number for the page created in Applet Web Templates. |
FINS eBrokerage Type |
Mutual Fund Purchase |
This must not be changed. |
Table 12. FINS eBrokerage Bond Trade Form Applet
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Error Type 1 Sequence Number |
3 |
This property sets the sequence of the page to display if an order is entered and any of the required fields are left blank. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 2 Sequence Number |
4 |
This property sets the sequence of the page to display if a limit order is entered and the limit price is not entered. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 3 Sequence Number |
5 |
This property sets the sequence of the page to display if a market order is entered and the limit price is also entered. This number must match the sequence number for the page created in Applet Web Templates. |
FINS eBrokerage Type |
Bonds Trade |
This must not be changed. |
Table 13. FINS eBrokerage Transfer Securities In Applet
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Error Type 1 Sequence Number |
3 |
This property sets the sequence of the page to display if both the entire and partial account transfer is chosen. This number must match the sequence number for the page created in Applet Web Templates. |
Error Type 2 Sequence Number |
4 |
This property sets the sequence of the page to display if neither entire or partial account transfer is being chosen. This number must match the sequence number for the page created in Applet Web Templates. |
FINS eBrokerage Type |
Bonds Trade |
This must not be changed. |
If the error checking described in these tables is insufficient, the Siebel administrator can use VB Script or Siebel eScript to further customize trade order error checking.
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