Sterling OMS Admin Console

Group Overview

The Group window allows the user to define a wide array of operational and risk control parameters that apply to all accounts in a group. A “Group” is the top-level defined collection of accounts and usually is assigned for a broker-dealer, an investment manager or representative, trading team, or other aggregation assignment. The OMS Admin Console provides a double layer of operational and risk controls: top and second levels.

Note that the top-level Group settings always supersede any similar settings configured for the second-level Accounts that are set up under that Group. In short, Group settings always override Account settings.

The various Group windows are selectable from the Windows/Group dropdowns on the OMS Admin Console menu, as shown.