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Manual Advice/Recommendation Upload

Trade Upload Examples (Review Project)

Example 1 - No External Variables

Configuration
Review/No Change Project
Single account number A123B
No External Variables
IsReview
IsBrokerage
ExternalVariables
AccountNumber
1
true
false
0
A123B
There are no rows in this table
⁠

Example 2 - Multiple External Variables

Configuration
Review/No Change Project
Single account number A123B
ExternalVariable1 = 100
ExternalVariable2 = ‘Test Text’
IsReview
IsBrokerage
ExternalVariables
AccountNumber
ExternalVariable1
ExternalVariable2
1
true
false
2
A123B
100
Test Text
There are no rows in this table
⁠

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