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To enable the KODIAK MiFID system with KODIAK Oms change to “EnableMifid” setting to “true”
Code Block ../KodiakOrderEntryServer/Config/Environment/appSettings.config <add key="EnableMifid" value="true" /> ....
To configure how KODIAK Oms interacts with the results from the KODIAK MiFID system the following config can be changed
Code Block ../KodiakOrderEntryServer/Config/AllocationPolicy.config <!-- Suitability will not be required when this value is false --> <property name="MifidRequireSuitability" value="true" /> <!-- Used in conjunction with MifidRequireSuitability. When this value is true then a dialog will appear which the user can provide a reason to override suitability --> <property name="MifidAllowOverrideWithComment" value="true" />
When “MifidRequireSuitability” is set to “true” Client Orders cannot be sent or allocated for customers that do not pass the suitability test in the KODIAK MiFID system.
“MifidAllowOverrideWithComment” allows to send/allocate Client Orders for customers that do not pass the suitability test but must write a comment that is saved to the database.
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