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X_TRADER®

Validating Routing Rules

You are viewing X_TRADER Version 7.17 and higher. For earlier versions, click here

X_TRADER validates routing rules before they can be used. For example,

  • The rule will be rejected if the rule name contains more than 32 ASCII characters.

    Note: Non-English characters are permitted in localized versions of X_TRADER.

  • All fields in Order Portion 1 must be correctly populated.
  • For each additional Order Portion that is populated...
    • All fields in the order portion must be correctly populated.
    • The Order Portion must be immediately to the left of a fully populated Order Portion (i.e., there can be no gaps between Order Portions).
    • The Customer field must be assigned to a Customer Profile.
    • The Customer must have an account number defined in the Customer Defaults window, otherwise, the Customer cannot be selected as part of the Routing Rule.
    • The Ratio field must contain a positive integer from 1 to 999.
    • The B/S field cannot be blank.

Validation occurs when you remove focus from the row. Moving from cell to cell within a row can also trigger validation. If a rule does not pass validation...

  • The SEL check box will remain unchecked and disabled until all fields in the Routing Rule row are correctly populated.
  • The row number cell background displays in red to indicate that the row fails validation.
  • Cells in the row that fail the validation are outlined in red allowing you to quickly identify incorrect data.

     

Note: Partially completed rows are saved when the Routing Rules window is closed. However, when the window is reopened, cells in the row(s) that do not pass the validation rules will be outlined in red.

Warning: Updates to Broker/Order Gateway, and/or Customer Profiles can have implications to your existing routing rules. For example, renaming or unselecting a Customer in the Customer Defaults window removes the customer from any assigned routing rules and disables any rules where they were assigned. This also removes the availability of the Routing Rule from your trading windows.

 

Example: The following table provides some valid Routing Rule examples.

 

RuleBroker ABroker BBroker C
Divide all orders across two brokersBothBoth 
Send all buy orders to Broker A, and all sell orders to Broker BBuySell 
Send most buy orders to Broker A, most sell orders to Broker B, but give a little of both sides to Broker CBuySellBoth
Send all buy orders to Broker ABuy  
Send all sell orders to Broker ASell