Eclipse General Knowledge #1

Can you answer these random questions with an Eclipse Trading focus?

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Last updated: May 26, 2022

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First submitted	May 26, 2022
Times taken	14
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Question	Answer
What is the default price source in Eclipse?	Orion Price
What is the name of the Support article that details how to setup real time pricing?	(Int) How to Enable Real Time or 15 Min Delayed Pricing For a Database and Users
How can I tell if a model aggregate in the Orion Models app was originally created in Eclipse?	Add column called 'Eclipse Model ID'
What four fields on a block order control its movement between the different sections in Trades?	Cum Qty, Avg Price, Order Status, and Allocation Status
If a user is trying to delete a block and cannot, what should be checked first?	Make sure the Order Status is 'Not Sent'
If a user wants to manually manage the classification of a security in Eclipse what needs to be set on the security details screen?	Maintained in Eclipse = Yes
Where do users create new classification options for use in Eclipse?	Administration > Assets > Choose Category, Class, or SubClass Maintenance > Enter new name > click +
If an taxable alternative is set up for a primary security in a security set, what happens when the rebalancer needs to buy the primary security for a multi-account portfolio and is trading in the taxable account at that time?	The alternative will always be purchased over the primary security
When multiple securities could be purchased in a rebalance buy decision, how does the logic sort the list of options?	1. Ranking 2. Location Priority Rank 3. Buy Priority 4. Trade Cost 5. Current Holding 6. Surplus Cash
What does OUB stand for in a trade log?	Over Under Balance
What does LMT $ stand for in a trade log?	Lower Model Tolerance Dollars
What does LTT $ stand for in a trade log?	Lower Trade Tolerance Dollars
What does UTT $ stand for in a trade log?	Upper Trade Tolerance Dollars
What does UMT $ stand for in a trade log?	Upper Model Tolerance Dollars
What does DVP stand for?	Delivery Versus Payment
What are the three tax status options for accounts in Eclipse?	Taxable, Tax Deferred, Tax Exempt
What is an example of a Tax Exempt account?	Roth
Can users have a custom sleeve account suffix other than the _01, _02, _03 format?	Yes
Where do users add custom sleeve account suffix values?	OC > Models app > Model Aggregates > Account Number Suffix
Can users view all tax lots for positions in Tax Deferred or Tax Exempt Accounts?	No, only a single lot per position