Firm Recommendation

The Firm Recommendation screen manages and maintains the Firm’s analyst recommendation. Click the Firm Recommendation in the left navigation menu under Firm Transaction and a new Firm Recommendation Tab folder will be created in the right panel. There are 3 sub-Tab folders: Search Firm Recommendation, Search Result Firm Recommendation and Create New Firm Recommendation.

Firm Recommendation search screen

Search Firm Recommendation

Search Criteria

Field Name Description
TxnId The unique system generated number.
Source Ref Id The reference Id from other system.
Org Unit Code The org unit this Firm Recommendation belongs to.
Portfolio Code The portfolio this recommendation belongs to.
Symbol The symbol of the security.
Security Name The name of the security.
Recommend Type The Transaction Type: buy or sell.
Recommend Date The recommendation date.
Status Code The status of the recommendation; eg active, cancel, etc.
AND Select AND radio box if you want those criteria added together.
OR Select OR radio box if you want to get the result if either of criteria is met.

Functional buttons

  • Find: – click the Find button to search.
  • Clear:– click the Clear button to clear all the criteria.

Search Result Firm Recommendation

Firm Recommendation search result screen

The top part is the table which shows the list of the Firm Recommendation that meet the search criteria. The bottom part is the details of the selected entry.

Update/Delete Firm Recommendation

Double Click the selected record in the table to modify this entry. A new tab folder “Update/Delete Firm Recommendation” will be added, as shown below.

Firm Recommendation update/delete screen

Functional buttons

  • Update: – Make changes on the Firm Recommendation and save and switch back to “Search result Firm Recommendation” Tab. Some of the fields in this form are read only, like Txn Id, created/modified user, and date.
  • Reset:– Reset the data to its initial value and discard all the changes.
  • Cancel:– Cancel this change and switch back to “Search result Firm Recommendation” Tab.
  • Delete:– Delete this entry and then switch back to “Search result Firm Recommendation” Tab.

Create New Firm Recommendation

Select the “Create New Firm Recommendation” Tab to create a new entry.

Firm Recommendation create new screen
Field Name Description
TxnId The unique system generated number.
Org Unit Code The org unit this Firm Recommendation belongs to.
Portfolio Code The portfolio this recommendation belongs to.
Symbol The symbol of the security.
Security Name The name of the security.
Source Ref Id The Reference ID from other system.s
Recommend Date The recommendation date.
Recommend Type The Transaction Type: buy or sell

Functional buttons

  • Create: – Click the Create button to create a new Firm Recommendation entry and switch to “Search result Firm Recommendation” Tab. Portfolio Code , symbol, recommend type, and recommend date are mandatory fields; if any of them is empty, an error message will show.
  • Clear:– Click the Clear button to clear all the fields.
  • Cancel:– Click the Cancel button to cancel the operation and switch back to the “Search result Firm Recommendation” Tab.

Note

The status code for newly created firm recommendation is active.