Quick Start
Overview
The Margin Call system provides functions for risk alert inquiries, liquidation operations, and stock recovery, meeting traders' needs for intraday monitoring, inquiry, and immediate liquidation.
Usage
To utilize the full functionality of Margin Call, it is recommended to also purchase and integrate the WBO backend.
Backend: Supports basic configuration according to risk management strategy requirements, such as liquidation rules and additional margin amount settings.
Frontend: Provides traders with intraday risk alert inquiry and liquidation operation capabilities.
Prerequisites
You must obtain the following permissions to use the system features normally.
Permission Name | Description |
|---|---|
RiskWarningFull — Permission to manage Margin Call and liquidation orders | Permissions for Margin Call–related liquidation, order cancellation, and other operations |
RiskWarningReadOnly — Read-only permission for Margin Call and liquidation orders | View-only permission for the relevant pages |
Operating Instructions
1. Viewing Risk Warning Records
On the "Risk Warning" page, you can view the list of all clients who have received a Margin Call and whose cases are not yet closed. If you need to liquidate a client's positions, you can locate the corresponding client on that page.
2. Liquidation Handling
2.1 On the main "Risk Warning" page, you may select entries from the list to perform batch liquidations; alternatively, for liquidation actions targeting a specific client, you can query the client and enter from [Details].
2.2 The [Details] page displays the client's cash and position details; you may select individual positions to [Liquidate] or use the batch [Liquidate] option at the bottom.
3. Cancellation Handling
3.1 If a liquidation operation was performed in error and the order needs to be canceled, you can perform [Cancel] under "Liquidation Processing" in the list [Details]
3.2 Alternatively, you can cancel orders on the Liquidation Orders page (which displays all liquidation orders).
