Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Intent Proposal: ViewOrders #588

Closed
Tracked by #596
pauldyson opened this issue Feb 10, 2022 · 0 comments · Fixed by #672 or #724
Closed
Tracked by #596

Intent Proposal: ViewOrders #588

pauldyson opened this issue Feb 10, 2022 · 0 comments · Fixed by #672 or #724
Labels
Context Data & Intents Contexts & Intents Discussion Group enhancement New feature or request
Milestone

Comments

@pauldyson
Copy link
Contributor

Enhancement Request

Use Case

A SalesTrader is using the CRM to research candidates for a series of trade opportunities. Based on information such as current holdings, changes in position, research consumption, etc. a number of companies are found and for each of them the SalesTrader then wants to review detailed order history in the OMS to see if each organisation is likely to participate in the trades.

Intents

ViewOrders

ViewOrders should be used when a user wants to see the order history of an individual, an institution or of a particular stock. ViewResearch would be called with the Contact, Organization or Instrument contexts.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Context Data & Intents Contexts & Intents Discussion Group enhancement New feature or request
Projects
None yet
2 participants