Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Trades Page (Siebel eBrokerage Only) >
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 10 through Table 15 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 10. FINS eBrokerage Stock Trade Form Applet
Property Name
|
Default Value
|
Description
|
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 11. FINS eBrokerage Option Trade Form Applet
Property Name
|
Default Value
|
Description
|
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 12. FINS eBrokerage Mutual Fund Sale Form Applet
Property Name
|
Default Value
|
Description
|
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 13. FINS eBrokerage Mutual Fund Purchase Form Applet
Property Name
|
Default Value
|
Description
|
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 14. FINS eBrokerage Bond Trade Form Applet
Property Name
|
Default Value
|
Description
|
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 15. FINS eBrokerage Transfer Securities In Applet
Property Name
|
Default Value
|
Description
|
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. For more information, see Siebel Tools Reference or Siebel Tools Online Help.
