Transactor Profile

The Transactor Profile is a form that identifies the users of afs:TRADE.

Code/ID Unique Transactor Identifier; Mandatory
Active Active Status. Only Active Transactors may be referenced in a transaction;   Transactors no longer with your organization should be made inactive
First Name First Name of Transactor
Last Name Last Name of Transactor; Mandatory
Phone # Telephone Number
Intercom Intercom or Ext.
Team Teams allow other traders to cover for each other when someone is off  the desk. (*user defined lookup table)
Login Name Database login name. When a user logs into afstrade, she enters her database USER NAME and PASSWORD.  afs:TRADE then finds the transactor whose Login Name = that USER NAME and assigns that transactor to the person logging in. 
Analyst Analyst indicator
Sec Profile The security profile assigned to this user.  The security profile defines what the user can/cannot do in afs:TRADE.
Team Manager:  Team Manager indicator. Used for reference only
Type Indicator of the type of user and may determine the type of operations user can perform.

Desks Tab

The Desks tab indicates the desks on which the user may trade.  To assign a user to a desk, go to the afs:TRADE main menu and select File->Open->Transactor.  Select the transactor.  Click on the Desks tab.   Click the Add button and select the desk to which you want to assign the user.  Desks are created on the Desk Form. A user may set their default desk on the Options Form.

Splits Tab

The Splits Tab (if available) lets you create split transactors, assigning more than one transactor to a particular transactor ID.  The Split % indicates part of a whole, e.g. the part of a commission each member of the split is assigned.   Whenever a new transactor is created, that transactor is assigned as the only item under the split tab, at 100%.  If this new transactor is to represent a split transactor, remove the item automatically assigned in the Splits tab, and Add the transactors that this Split transactor represents. 

See Also

Technical Notes

Transactor information is stored in the transact table.  Desk assignments are stored in the trandesk table. Split information is stored in the transplt table.