We continue our series of articles about the innovations that we have implemented in our new Brokerpilot interface. Today we will talk about dynamic group selection.
In Brokerpilot’s risk management section, we have more than 40 triggers that generate notifications for dealers. A distinctive feature of triggers has always been their flexibility of configuration. It was possible to create a large number of different rules in the settings, according to which triggers would operate. You can create rules for individual accounts, groups of accounts, instruments and groups of instruments.
If our client had tens or hundreds of thousands of accounts in the dealing, divided into hundreds of account groups, searching and selecting the groups necessary for adding to the trigger rule was sometimes difficult.
Therefore, the concept of adding groups to rules was completely redesigned. Now, the group selection always includes a search, significantly simplifying navigation. And the list of groups is presented as a tree structure.
By adding one group to the rules, you can make it so that all subgroups that are already present in it and those that will be added in the future also fall into the rule automatically. To do this, you just need to click on the * symbol, which indicates dynamic selection for all subgroups.
We are confident that these innovations will significantly simplify the user's experience in Brokerpilot.
