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Quick Start

Overview

The Trade Inquiry module provides primary functions including fill order processing, IPO management, security restrictions, deal allocation, and order approval.

Quick Start

Functional Permission Requirements

You must ensure that your account has been granted the following permissions:

Feature Page

Permission

Description

Fill Order

View: wtt_fill_order.query

Allows viewing the fill order list

Manage: wtt_fill_order.manage

Allows performing fill order operations such as execution or cancellation

IPO Management

View IPOs: wtt_ipo.query_stock

Allows viewing the IPO list

Manage Subscriptions: wtt_ipo.manage_order

Allows placing subscriptions on behalf of clients, modifying orders, and canceling orders

View Subscriptions: wtt_ipo.query_order

Allows viewing the IPO subscription list

Security Restrictions

View: wtt_security_limit.query

Allows viewing the security restriction list

Manage: wtt_security_limit.manage

Allows adding and editing restriction conditions

Deal Allocation

View: wtt_deal_allocation.inquery

Allows viewing the allocation list

Manage: wtt_deal_allocation.manage

Allows performing allocations, transfers, and other operations within allocated orders

Order Approval

View: wtt_order_audit.query

Allows viewing the approval list

Manage: wtt_order_audit.manage

Allows performing approvals

Function Entry Points

The corresponding feature pages can be accessed through the WTT sidebar "Trade Inquiry" group or via the icon.

  • When the sidebar is expanded: select the specific feature page directly through Trade Inquiry.
  • When the sidebar is collapsed: access the desired feature page by selecting the corresponding icon.