The Supported Products functionality will be going live in Production during Q4, 2020. User feedback from testing is requested throughout the month of August. We ask that users provide their feedback by August 28th. Please email Elin (email@example.com) with any feedback. A list of user scenarios can be found attached at the end of this article.
Contents on this page:
- How to Manage Your Supported Products
- Unsupported Products in Rates attached to Agreements
- Functionality Roadmap
The Supported Products functionality in Docs allows brokers (executing and clearing) to declare if there is an exchange, product or group of products they do not clear/trade. Unlike the section 2 notice functionality, this functionality only impacts agreements on a going forward basis, ie, updates to support/unsupport products do not affect already approved agreements.
How to Manage Your Supported Products
Supported Products are managed in the Products menu under Products & Rates. Only users with the ability to manage rate schedules in the library can set up Supported Products for a party.
For each party and role there is a separate view. The party can be selected through the party dropdown, and the role by toggling between EB and CB. Products must be set up as supported or non-supported individually for each party. Functionality to copy between parties and roles will be adopted at a later stage (Docs-6190)
Setting up Unsupported Products
All products are by default supported by parties as they are onboarded to Docs. As part of the initial setup, parties must therefore un-support products they do not wish to see on agreements on a going forward basis.
To unsupport a product, exchange, or group, simply uncheck the checkbox next to the product in question. When exchanges and product groups are unsupported, all products within them are unsupported. Changes made to this page are automatically saved, and enter into effect immediately, however, they are only applicable to agreements on a going forward basis.
To support a product that was previously unsupported, simply select the checkbox next to the exchange, group or product. This change will go into effect immediately, but it is only applicable to agreements on a going forward basis.
For Newly Added Products
New products are periodically added to Docs. When new products are added into groups and exchanges that are supported by a firm, these products are by default supported by the party. Users may choose to turn this feature off, resulting in all newly added products being unsupported by default when they are added to Docs.
Reviewing the Supported Products
All users with the permission to view agreements in Docs can also review the Supported Products. They will be able to see the status of all products under the Supported Products page. Additionally, Docs records when the status of each product was updated (Docs-6191). This same information is also included in the export of the supported product list.
Unsupported Products in Rates attached to Agreements
Once a firm has set up their list of unsupported products, these will start reflecting on all agreements in Composition. Agreements in Execution, or that have been Executed are not impacted. On a given agreement, the Supported Product settings of all broker parties are taken into account.
Unsupported products are reflected in the UI representation of the rate schedule, as well as the PDF. However, they do not display within the eModule.
Reviewing Products on Agreements
In the Rate Schedule workstream, a warning symbol is used to indicate if there are unsupported products within a rate schedule, while the column “unsupported products” shows the number of products that are not supported for each rate schedule attached to the agreement. Note that this number reflects the number of individual products, not the number of unsupported rate rows.
Within the rate schedule, the full view of which products are unsupported can be seen in the hierarchical view of the schedule. All rows that contain an unsupported product are denoted by the warning triangle symbol. Where an exchange or product group appears in the rate schedule, and one or more products within the group is unsupported, the hierarchical view must be used to see the exact product that is unsupported.
All products that are unsupported are displayed within the rate schedule with a strikethrough and the warning symbol. A tooltip will display when hovering over the line to show which party does not support the product.
Support for Individual Products
Users with the ability to edit rate schedules can choose to override a products status as unsupported on individual agreements. This is achieved by shifting the toggle next to the product. The system will denote that the product has been supported for this agreement only. Edits to a party’s general Supported Products list can only be made on the Supported Products page.
Supported Products in the Agreement PDF
When downloaded as a PDF, the rate schedule appears in the same format as the flat view. The warning triangle symbol is used to denote rate rows that are either not supported, or contain unsupported products. The full list of unsupported products appears at the end of the rate schedule in the below format.
Supported Products in the API
Similar to the agreement PDF, the AgreementDetails API call contains a separate section denoting all unsupported products on an agreement. More details can be found in the Rest API specifications.
Currently in PSIM, functionality included in and up to the 166 release is deployed.
|Issue Type||Issue key||Summary||Sprint|
|Story||DOCS-7297||Implement Info Tooltip for Supported Products page||169|
|Story||DOCS-7116||Enable exemption switches only on rate schedules opened from the workstream in edit state||169|
|Story||DOCS-7291||Implement history section for Supported Products page||170|
|Story||DOCS-7139||Enhanced autosave messaging on the Supported Products page||TBD|
|Story||DOCS-6602||Show # Exemptions column on Products page||TBD|
|Story||DOCS-6190||Copy Supported Products list for my party to another of my parties||TBD|
|Issue Type||Issue key||Summary||Sprint|
|Story||DOCS-7064||Inform FIA admins about product supported/unsupported statuses for DOCS parties||168|
|Story||DOCS-6192||Alert users about new products in DOCS||168|
|Story||DOCS-7125||Filtering of supported products on attached Rate Schedule||167|
|Story||DOCS-99||Add new product reference data - FIA Tech admin ref data management||167|
|Story||DOCS-6614||Adjust contents of tooltips, displayed for unsupported products||Sprint 166|
|Story||DOCS-6191||Display Last Action for products in DOCS||166|
|Story||DOCS-7016||Add last modified information to Supported Products page export file||165|
|Story||DOCS-6787||Improve display of "all" rows in Hierarchical view on rate schedules attached to agreements (GUA)||163|
|Story||DOCS-6808||Selecting/Deselecting rows on Supported Product page||162|
|Story||DOCS-6189||Disable "Send for approval", if RS contains only Unsupported Products||162|
|Story||DOCS-6709||Update view of supported products and hierarchical RS view to better display "all" rows||161|
|Story||DOCS-6525||Add info about Unsupported products into the PDF file exports for GUA agreements||Sprint 160|
|Story||DOCS-6558||Improve rate schedule "View" dropdown switch||159|
|Story||DOCS-6539||Improve default sorting within groups of Supported Products page||159|
|Story||DOCS-6329||Re-support products for individual agreements||158|
|Story||DOCS-6195||Alert users about unsupported products when rate schedule appears on agreement||158|
|Story||DOCS-1967||Show # of unsupported products in the Rate Schedule workstream||158|
|Story||DOCS-6514||Mark unsupported products in RS, when viewed from agreement: builder (flat) view||157|
|Story||DOCS-6193||Implement "Auto Support new products" switch||157|
|Story||DOCS-1808||Include Unsupported Products in Agreement Details API||157|
|Story||DOCS-6194||Mark unsupported products in Rate Schedule, when viewed from agreement||156|
|Story||DOCS-5377||Add toggle to rate schedule editor to switch from hierarchy to builder view||156|
|Story||DOCS-5855||Implement filtering and sorting for columns of Supported Products page||154|
|Story||DOCS-5376||Update rate schedule view to allow hierarchical view of products||154|
|Task||DOCS-6169||Remove product report link from Docs system footer||151|
|Story||DOCS-5823||Download list of Supported Products||150|
|Story||DOCS-5681||Update system menu to support viewing products in Docs||148|
|Story||DOCS-4987||Show all Products in the system||148|