4.2 Process Instrument Margin

This topic describes the systematic instruction to process the Instrument Margin screen.

Specify User ID and Password, and login to Homepage.

Initial and maintenance margins are maintained at the instrument level for a combination of instrument ID and portfolio. The Instrument Margin screen can be used to capture details regarding percentage of initial and maintenance margins for each open contract.

  1. On the Home page, type ENDINMRG in the text box, and then click next arrow.
    The Instrument Margin screen is displayed.
  2. On the Instrument Margin screen, click New.
  3. On the Instrument Margin screen, specify the following details, and then click Enter Query.

    For more information on the fields, refer to the below Field Description table.

    Table 4-43 Instrument Margin - Field Description

    Field Description

    Branch

    The current logged-in branch is displayed here.

    Instrument Identification

    Select the instrument ID from the adjoining list of values provided.

    Portfolio Identification

    Select the portfolio ID from the adjoining list of values provided.

    Initial Margin Level (%)

    Indicate the initial margin percentage per open contract for a combination of instrument ID and Portfolio.

    Maintenance Margin Level (%)

    Indicate the maintenance margin percentage per open contract for a combination of instrument ID and Portfolio.