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Welcome to the Thomson Reuters Order Manager Once logged in the user will navigate from
the main blotter page to My Admin on his first day.
From here he can set his UTC offset time. He can save a sound from his hard drive should
he wish to have an audio alert for incoming messages.
User can set which blotters he wishes to view and set his home screen
Finally from here he can create a new password. Group Admin
From here the Group Admin user can review his fellow users details in the User list.
In the company wide settings table the user can set a desk as unattended and thus auto-assign
orders to route to another desk. This would only ever be used where a multiple desk operation
has been set-up. Group admin user can set the firm-wide session
time-out for TROM. He can also set-up a default commission rate
to go out with his done for day messages. Per share, percentage or absolute.
Group Admin user can set up his new counterparty connection in Trading Partner list or edit
current ones to disable them. This would be done in conjunction with liaising with his
network provider contact at Thomson Reuters. User will notice how these counterparties
are copied across into a footer at the bottom of the blotter.
The Group Admin user is able to view an audit of actions undertaken by his user community,
useful at times where actions are disputed amongst users.
Any orders that come in over the network but fail to reach the blotters are captured in
the exceptions table which can be viewed by clicking the grey button here in Group Admin
or the hyperlink in the title bar area. Search
User can use the search function by using the search box at the top of the screen to
search through all his orders or can elect to use a more refined search by using the
Advanced Search function, wher he can search across chosen timelines with the date selector.
Various other search parameters are made available to him in the table beneath, including Order
ID, direction and currency. These results are then returned in a table
below the search area, and these results can be checked then exported to a spreadsheet,
for passing onto middle or back office functions.
Blotter Blotter configuration is undertaken on day
1. User will click 'configure blotter' and choose which column headings he wishes
to see, which as is clear here, I have done already.
To the right of the blotter or underneath if screen size is reduced are the blotter
filters. These simply filter out unnecessary noise to assist the user in keeping a tidy
blotter during the trading day. User can select/unselect at any time.
Font colours stipulate order direction. So Blue for Buys and Red for Sells or Short Sells.
Background colours stipulate order status. Grey for cancelled, Green for filled, White
for working, and blue for pending action. Order symbology, found to the far right of
the order. Red tick to accept order, hand and paper to view order detail, red cross
to reject order and the globe to view allocations attached to order.
Filling and amending orders Clicking on the hand and paper symbol takes
the user into the order detail screen where he can perform a number of actions, including
filling the order with price and if desired location of execution (useful in Europe and
North America especially). User can override default commission in here and done for day
and order. He can also cancel and amend fills and in the very rare circumstance of a done
for dayed order can bust it using the override button, after halving looked up his DFD'd
order in the search function. All incoming and outgoing message flow is
captured in this table below the order detail area. You will notice a small blue box with
an 'I' in it to the right of each message. This simply allows the user to drill down
and view the message at a FIX level of detail. Blotter Buttons
Grey buttons at the top of the blotter if used in conjunction with the check boxes or
check all box allow user to undertake actions on multiple orders. So multiple accept or
reject, multiple done for day messages and finally the multi deal fill option which presents
the user with the ability to fill multiple orders at once.
In the multi deal fill ticket the user is able to fill multiple orders at once saving
him time not having to drill down into each individual fill. Here he can enter the partial
fill amount, price, execution venue(optional) and if commissions have been set up in group
admin can override these if necessary on the Done for Day, which he can also perform from
here. Alerts
Finally a word on alerts for new orders/messages. If the user elects to include a sound in My
admin, then when a new message arrives in to the blotters, a sound alert will be generated,
along with the new message flashing in pink for 3 seconds before turning the background
blue. The blotter tab where the message has arrived will turn red as well. Finally there
is bright red line in the title bar with a yellow font alerting him. This is so that
if he is busy in a screen other than the main blotters he is always able to see this red
alert wherever he is in the platform.