Statistics for Eclipse General Knowledge #1

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General Stats

This quiz has been taken 14 times
The average score is 3 of 20

Answer Stats

Question	Answer	% Correct
What is the default price source in Eclipse?	Orion Price	100%
Can users view all tax lots for positions in Tax Deferred or Tax Exempt Accounts?	No, only a single lot per position	50%
What is an example of a Tax Exempt account?	Roth	50%
What are the three tax status options for accounts in Eclipse?	Taxable, Tax Deferred, Tax Exempt	50%
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	0%
How can I tell if a model aggregate in the Orion Models app was originally created in Eclipse?	Add column called 'Eclipse Model ID'	0%
Where do users create new classification options for use in Eclipse?	Administration > Assets > Choose Category, Class, or SubClass Maintenance > Enter new name > click +	0%
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	0%
What does DVP stand for?	Delivery Versus Payment	0%
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	0%
What does LMT $ stand for in a trade log?	Lower Model Tolerance Dollars	0%
What does LTT $ stand for in a trade log?	Lower Trade Tolerance Dollars	0%
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	0%
If a user is trying to delete a block and cannot, what should be checked first?	Make sure the Order Status is 'Not Sent'	0%
Where do users add custom sleeve account suffix values?	OC > Models app > Model Aggregates > Account Number Suffix	0%
What does OUB stand for in a trade log?	Over Under Balance	0%
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	0%
What does UMT $ stand for in a trade log?	Upper Model Tolerance Dollars	0%
What does UTT $ stand for in a trade log?	Upper Trade Tolerance Dollars	0%
Can users have a custom sleeve account suffix other than the _01, _02, _03 format?	Yes	0%