Entering Deals into a Risk Management System

If you have manually registered for entering deals into a risk management system, you can enter instruments from any of SD pricing applications directly into either of the following:

TradeView

Your own third-party system

If you have not manually registered for entering deals into a risk management system, the system automatically registers you. Subsequently, when you click the Deal Capture button your deal/portfolio is opened in the Deal Capture window.

To enter an option/portfolio from a pricing application into a risk management system:

1. In the pricing page enter the option.
2. Click Calculate.
3. Click the Deal Capture button. The deal is entered into your third-party system or into the Deal Capture window in TradeView.
4. Edit the attributes and specifics as necessary.
5. Click Save. The deal is saved in the risk management system.