Director Permissioning

FX Configuration

The Caplin Director kit includes an example configuration for FX. It corresponds to the permissions needed for the Caplin FX Professional Motif. You can easily take this and modify the permissions to match your own trading platform. The example configuration stores a number of fields for the client and the User and has the following permissions.

Execution permissions

  • Enable trading
  • ESP SPOT
  • ESP FWD
  • RFS SPOT
  • RFS FWD
  • RFS SWAP

Order permissions

Order Strategy Types

  • Single
  • OCO
  • IF-DONE
  • IF-DONE-OCO

Order Execution Types

  • MARKET
  • TAKE-PROFIT
  • STOP-LOSS
  • BENCHMARK
  • CALL-ORDER

Currency pairs

A defined list of currency pairs a User can trade on.

Accounts

Director Administrator defined list of accounts.

Tenors

Allows the administrator to define the minimum (Today, Tomorrow, Spot) or maximum tenor available to the Client.