Pending trade rules, also called flagged position rules, specify the criteria that the system uses to assign a pending status to transactions that require evaluation prior to processing. You define a set of pending trade rules to provide the criteria that the system uses to identify pending transactions. You can create pending trade rules at the entity, asset, message type, and event type level, using combinations of these criteria to create a rule. Multi-leg swap contracts, corporate actions, and interportfolio transfers are ineligible for pending transaction activity. You can also add pending trade rules for use in reporting alone.
Eagle provides two methods for adding pending trade rules. You can use the Create Pending Trade Rule Detail Positions panel to create rules that mark individual positions as eligible for pending transaction activity. You can also use the Create Pending Trade Rule Detail panel to define flagged position rules based on general criteria that do not consider actual holdings
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