Instructions on how we send Broker Hierarchy details to the clients

 

To share Broker Hierarchy details to the client, follow below documents.

1. DB script for new hierarchy, here CLNT1-XP SECURITIES LLC is the Description

2.  INSERT INTO [dbo].[MRT_SNCLAIMSRULES]

3.             ([MRT_KEY]

4.             ,[MRT_CLOSEDFLD]

5.             ,[MRT_LOCKFLD]

6.             ,[MRT_LASTUPDATE]

7.             ,[MRTITEMUPDATEIDUSR]

8.             ,[MRTRULE]

9.             ,[MRTDESC]

10.           ,[MRTRULETYPE]

11.           ,[MRTBPSTAT]

12.           ,[MRTCHECKER]

13.           ,[MRTMAKER]

14.           ,[MRTSTATUS]

15.           ,[MRTCLASS]

16.           ,[MRTATTRIB]

17.           ,[MRTSPECNAME]

18.           ,[MRTTYPE]

19.           ,[MRT__S_STATUS])

20.     VALUES

21.           ('RS-MNL-307'

22.           ,0

23.           ,'19680512:00000000:UL'

24.           ,'20200624:10312700:adminwebrc1'

25.           ,NULL

26.           ,'ACS'

27.           ,'CLNT1-XP SECURITIES LLC'

28.           ,'BROKERRULE'

29.           ,'PEND'

30.           ,'20200624:10313500:adminwebrc1'

31.           ,'20200624:10295000:adminwebrc'

32.           ,'CHECKED'

33.           ,NULL

34.           ,NULL

35.           ,'NA'

36.           ,'Decision tree'

37.           ,'OK')

GO

1. Role back script if any error occurs

DELETE FROM [MRT_SNCLAIMSRULES] WHERE [MRT_KEY] = 'RS-MNL-307'

1. Script to add the new Broker rule
   1. To create the script, run the SCHEDULER > Select MERIT from the drop-down >  Click on Prepare SPEC to Paste on Trades screen > Edit VB script, change nm variable to "ACS@CLNT1-XP SECURITIES LLC@" which is the newly created Broker rule description. Execute the scheduler will copy the script to the clipboard.
   2. Save it as CLNT1-XP SECURITIES LLC.txt
2. Hierarchy update instruction manual - Hierarchy update instruction.docx
3. Link ref update instruction manual - Link ref update.docx