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Security conditions and actions

Security class methods for the rule condition and action are listed below.

Conditions

Security attribute

Syntax

Additional information

Return type

Code

securityCode

Basic info

String

Name

name

Basic info

String

ISIN code

isinCode

Basic info

String

Status code

status

Basic info

String

Type code

type.code

Standard security types

String

Subtype code

securitySubType.code

Standard security types.

String

Issuer

issuer

Contact conditions and actions

Contact

Currency code

currency

Currencies (ISO 4217)

String

Country code

country

Standard country list

String

Marketplace code

exchange.code

Marketplaces

String

Trade code

tradeCode

Basic info

String

Update code

updateCode
updateCode1
updateCode2
updateCode3

Basic info

String

Settlement place code

settlement

Asset classes and types

String

Linked portfolio

linkedIndex

Portfolio conditions and actions

Portfolio

Class code

classType1
classType2
classType3
classType4
classType5

Preference - Securities

String

Has a tag

hasTag("$1")

Preference - Tags

Boolean

Does not have a tag

hasNotTag("$1")

Preference - Tags

Boolean

Has a group tag

hasGroupTag("$1")

Preference - Tags

Boolean

Does not have a group tag

hasNotGroupTag("$1")

Preference - Tags

Boolean

Actions

Action

Syntax

Additional information

Input type

Set code

setSecurityCode("$1")

???

String

Set name

setName("$1")

???

String

Add tag or change an existing group tag

setTag("$1")

String

Remove a tag

removeTag("$1")

String

Set status

setStatus("$1")

???

String

Set Class

setClassType1(services.getConfigurationService().loadClassTypeByCode("$1"))
setClassType2(services.getConfigurationService().loadClassType2ByCode("$1"))

FA Back reference

String