Global Search

Whale's Global Search feature offers two tabs: Menu and Client

After logging in, operators can access the search interface by clicking the search icon in the upper-right corner or by using keyboard shortcuts.

Keyboard Shortcuts

Global Function Search

The Menu tab allows operators to enter relevant keywords to quickly find job functions, facilitating seamless navigation to the desired job.

Global Client Search

The Client tab allows operators to search client information by different fields.

Once a client is identified, the system displays a brief summary of the client's basic information and contact details. The search supports:

• Fuzzy search by client name or securities account number.
• Name search by the client's English name, with English name displayed in results.

Client Detail panel: After an operator selects a client record, a panel slides in from the right, showing a client summary and key asset and transaction information.

Assets Overview tab: Operators can switch between different asset currencies to view the total asset values. An asset data dashboard is available in the top-right area of this tab.

The lower sections display the client's risk status and a financing summary..

Cash Detail: displays available cash and pending settlements categorized by currency.

Holdings Details: displays holdings records for stocks, options, funds, and other instruments.

Deposit/Withdrawal tab: Operators can view the client's deposit and withdrawal records and directly edit them.

Bank Card tab: Operators can view the client's bank card information and directly edit it.

Billing tab: Operators can view the fee items related to the client's account.