Preferences - Administration

In Banner preferences, you can define HTML to be displayed in to the red toolbar. This allows you to utilize the space in the red toolbar more extensively, and to for example easily distinguish your test and production environments with a descriptive text.

For example HTML <p align='center'><font size='4'>TEST ENVIRONMENT</font></p> allows you to enter a noticeable text centered in the red banner.

Document management preferences allow you to adjust how your users can upload documents into the system (available from FA 3.5 onward).

With the default configurations, users can upload 1000 documents without any limit, and get 1000 new documents to upload every second - in practice, this means that there is by default no limit on document upload frequency, unless the user tries to upload more than 1000 documents a second.

Adjusting the preferences above allows you to limit file uploads. If user tries to upload files more frequently than allowed, the upload is prevented with a notification.

For example, set the number of documents to 5, new documents to 1, and time to 10 seconds. With this configuration, your users are able to upload 5 documents without a limit, and will receive 1 new document to upload every 10 seconds. Every time your user uploads a document, the number of "uploads left" is reduced from five - after one upload, you have four uploads left, etc. The number of documents gets restored with one new document every ten seconds - if the user uploaded one document, reducing the "number of uploads left" to four, after ten seconds, the user would again have rights for full five uploads. If the user uploads more than five documents simultaneously or right after each other within ten seconds, further uploads are prevented until the user gets a "refill" of new documents to upload.

Email settings contain fields for defining the settings for sending the emails (defined by FA when email reporting is enabled).

You can set the following general preferences:

The Market data connection preferences are visible only if the functionality to import market data from an external source is enabled. Define the market data information to the field:

Permission preferences allow you to define and adjust permissions of each user role, i.e. adjust the rights to use the system per user role. The permissions are used to what users can access, view and edit when using FA.

Restricting reports to roles allows you to define which user roles have access to certain reports. Enter one or several semicolon-separated roles next to the report and click Save. If you leave the field empty, all users can generate the report in the Report window.

If a report is included in the report package, the user can generate only those reports in the package they have access to. The user gets a warning that some reports included in the package are unavailable. To learn more about the report packages, see the Report packages section.

Session timeout preferences allow you to control application life cycle through "session timeout" and "heartbeat interval". These parameters are applied when user is inactive, but the application is open and stays idle. (Available from FA 3.5 onward)

Manipulating session length by adjusting these two parameters in FA Back and corresponding KeyCloak setting means that the application can function in two ways:

Update report preferences allow you to define how and when portfolio report data is updated.

Nightly report data updates are audited - system audit tracks when the system automatically fetches market prices through a market data connector and updates report data at night. Every time the system starts to fetch prices, system audit contains a message “Nightly close price updates and report calculations started” and once prices have been fetched, system audit contains a message “Nightly close price updates done, report calculations scheduled”. (Available from FA 3.10 onward)