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Organization Settings

The Organization Settings page allows you to configure organization-wide preferences, integrations, and system settings.

Accessing Settings​

  1. Navigate to your organization dashboard
  2. Click "Settings" in the sidebar navigation
  3. You'll see different settings categories

Note: Settings access is typically restricted to organization administrators.

Settings Categories​

General Settings​

Configure basic organization information:

  • Organization Name: Display name for your organization
  • Organization Code: Unique identifier
  • Contact Information: Primary contact details
  • Address: Physical address
  • Timezone: Default timezone for the organization
  • Currency: Default currency for funds

Market Data Settings​

Configure market data sources and updates:

  • Data Providers: Select market data providers
  • Update Frequency: How often market data is refreshed
  • Equity Data: Equity market data configuration
  • Bond Data: Bond market data configuration
  • Corporate Actions: Corporate action data settings

Integration Settings​

Connect external services and systems:

  • API Keys: Manage API keys for integrations
  • Webhooks: Configure webhook endpoints
  • Data Exports: Set up automated data exports
  • Third-Party Services: Connect external services

Notification Settings​

Configure how you receive notifications:

  • Email Notifications: Enable/disable email alerts
  • Notification Types: Select which events trigger notifications
  • Recipients: Who receives notifications
  • Frequency: How often notifications are sent

Market Data Configuration​

Equity Market Data​

  1. Navigate to Settings → Market Data
  2. Configure equity data sources:
    • Data provider selection
    • Update schedules
    • Price validation rules
    • Historical data settings

Bond Market Data​

  1. Configure bond market data:
    • Bond pricing sources
    • Interest rate data
    • Yield curve data
    • Credit rating updates

Corporate Actions​

  1. Set up corporate action tracking:
    • Dividend tracking
    • Stock splits
    • Mergers and acquisitions
    • Rights issues

Notification Configuration​

Email Notifications​

Configure email alerts for:

  • Daily Reports: End-of-day summaries
  • Transaction Alerts: Important transactions
  • System Alerts: System status and errors
  • Compliance Alerts: Regulatory notifications
  • NAV Updates: Net Asset Value changes

Notification Recipients​

  1. Add email addresses for notifications
  2. Assign notification types to recipients
  3. Set notification frequency
  4. Test notification delivery

Integration Setup​

API Integration​

  1. Navigate to Settings → Integrations
  2. Generate API keys:
    • Create new API key
    • Set expiration date
    • Assign permissions
    • Copy and store securely

Webhook Configuration​

  1. Add webhook endpoints:
    • Enter webhook URL
    • Select events to trigger webhooks
    • Set authentication method
    • Test webhook delivery

Data Export​

  1. Configure automated exports:
    • Select data types to export
    • Set export schedule
    • Choose export format (CSV, Excel, JSON)
    • Configure delivery method

Best Practices​

  1. Regular Reviews: Review settings periodically
  2. Security: Keep API keys secure and rotate regularly
  3. Testing: Test notification and integration settings
  4. Documentation: Document custom configurations
  5. Backup: Export settings for backup purposes

Troubleshooting​

Settings Not Saving​

  • Verify you have administrator permissions
  • Check for validation errors
  • Refresh the page and try again
  • Contact support if issues persist

Notifications Not Working​

  • Verify email addresses are correct
  • Check notification settings are enabled
  • Review spam/junk folders
  • Test notification delivery

Integration Issues​

  • Verify API keys are valid
  • Check webhook URLs are accessible
  • Review integration logs
  • Contact integration provider support