instruction stringlengths 5 72 | input stringclasses 1
value | output stringlengths 22 8.46k |
|---|---|---|
How to Add a Custom Menu and Custom Processing | 15.2.2How to Add a Custom Menu and Custom Processing
The report provides a convenient GUI to manipulate a vast number of objects at one time. The window
can be extended by adding a menu with custom functionality to, for example, allow “manipulation”
rather than simply viewing of data.
Continuing with the Custom Obj... | |
How to Create a Custom Aggregation Function | 15.2.3How to Create a Custom Aggregation Function
Create a class named tk.report.function.<function_name> that implements
com.calypso.tk.report.function.ReportFunction.
It will be invoked from com.calypso.tk.report.function.FunctionFactory.
Then add the function name to the “REPORT.Functions” domain. Out-of-the-bo... | |
How to Create a Custom Sorting Comparator | 15.2.4How to Create a Custom Sorting Comparator
Create a class named tk.report.<comparator_name>Comparator that implements
com.calypso.tk.report.RowComparator.
It will be invoked from com.calypso.tk.report.DefaultReportOutput.
| |
How to Validate a Custom Report Filter | 15.2.5How to Validate a Custom Report Filter
Create a class named apps.reporting.<report_name>CustomReportFilter that implements the
interface com.calypso.apps.reporting.CustomReportFilter.
This is currently supported by the following reports: Audit, CRE, Message, Payment, Posting, Task
Station and Trade.
It is als... | |
How to Customize the Transfer Report | 15.3 How to Customize the Transfer Report
After partitioning Trade and Inv_Sec tables, when querying with multiple ISIN codes in Transfer report,
you can provide custom SQL hint when loading the trades.
You can create a custom class named tk.report.trade.CustomSQLHintTradeLoader that implements
com.calypso.tk.report.tr... | |
How to Customize the Transfer Viewer | 15.4 How to Customize the Transfer Viewer
The Transfer Viewer is a utility that is only available if the environment property
USE_TRANSFER_VIEWER is true. When you right-click a transfer, choose Show > Transfer Viewer from
the popup menu to display all elements associated with the transfer.
The Transfer Viewer c... | |
How to Customize the Quick Search Window | 15.5 How to Customize the Quick Search Window
You can customize the search criteria, the searched objects, and the display of the objects.
Create a class named apps.reporting.<name>Interface that implements
com.calypso.apps.reporting.QuickSearchInterface.
| |
Trade Bulk Entry API | 15.6 Trade Bulk Entry API
Knowledge of the Calypso Report API is necessary to utilize this API. Please refer to Report,
ReportStyle, ReportTemplate, ReportTemplatePanel, and ReportWindowHandler in this guide.
The viewable fields in the TradeBrowser are also available as fields in BulkEntryReport.
BulkEntryReport extend... | |
How to Enable Generic Comments for an Object | 15.7 How to Enable Generic Comments for an Object
To enable generic comments for an object, create a class named
tk.bo.sql.DefaultCommentableObjectSQL that implements tk.bo.sql.CommentableObjectSQL.
It will be invoked from the BackOffice RMI server.
This interface must implement the following methods:
public Ob... | |
How to Limit the Number of Accounts Loaded in the Account Report | 15.8 How to Limit the Number of Accounts Loaded in the Account Report
When a user brings up an external account selector in the Account report, the system checks if there is
a custom class named tk.report.CustomReportPreviewMode that limits the number of accounts to be
loaded. The custom class needs to implement
com.c... | |
Risk Analysis | Section 16. Risk Analysis
16.1 Analysis
How Analyses are used
16.1.1How to Create a Custom Analysis
To add your own analysis, create a subclass of Analysis, for example XAnalysis (see illustration below),
that implements the run() method, and creates an AnalysisOutput class, XAnalysisOutput, that will
format the... | |
How to Create a Custom Analysis | 16.1.1How to Create a Custom Analysis
To add your own analysis, create a subclass of Analysis, for example XAnalysis (see illustration below),
that implements the run() method, and creates an AnalysisOutput class, XAnalysisOutput, that will
format the results of your analysis class.
To display your results, Calyps... | |
How to Create a Custom AnalysisViewer | 16.1.2How to Create a Custom AnalysisViewer
The default AnalysisViewer is com.calypso.apps.risk.DefaultAnalysisViewer.
Create a class named apps.risk.<viewer_class_name> which implements the interface
com.calypso.tk.risk.AnalysisViewer.
This class will be invoked from com.calypso.tk.risk.AnalysisViewerConfig.
You... | |
How to Create a Custom Aggregation for an AnalysisViewer | 16.1.3How to Create a Custom Aggregation for an AnalysisViewer
Create a class named tk.util.CustomAggregation that implements the interface
com.calypso.tk.util.AggregationInterface.
This class will be invoked from com.calypso.tk.util.Aggregation.
| |
How to Create a Custom AnalysisHandler | 16.1.4How to Create a Custom AnalysisHandler
Create a class named tk.risk.<analysis_name>Handler or tk.risk.DefaultAnalysisHandler that
implements com.calypso.tk.risk.AnalysisHandler.
This class will be invoked from com.calypso.tk.risk.AnalysisUtil for exporting AnalysisOutput
data to the AnalysisViewer.
| |
How to Create a Custom Analysis Input Verifier | 16.1.5How to Create a Custom Analysis Input Verifier
Analysis performs calculations over an AnalysisInput that contains the trades, the PricingEnv, etc. You
can create a custom verifier of the input data.
Create a class named tk.risk.<analysis_name>Verifier or tk.risk.CustomAnalysisVerifier that
implements com.cal... | |
How to Create Custom Template Keywords | 16.1.6How to Create Custom Template Keywords
Create a class named tk.risk.<analysis_name>RiskFormatter that implements
com.calypso.tk.risk.RiskFormatter.
Analysis names are available in the “riskAnalysis” domain. Implement a parse<keyword_name>()
method for each custom keyword.
This class will be invoked ... | |
How to Create a Custom Risk Analysis in the Middle-Tier Servers | 16.1.7How to Create a Custom Risk Analysis in the Middle-Tier Servers
The analysis type must be added to the “riskPresenter” domain using the Domain Values window. For
example, if the implemented analysis name is MyCustomAnalysis, then you would add “MyCustom” to
the riskPresenter domain.
Implementation Requiremen... | |
Customizing Official P&L | 16.2 Customizing Official P&L
| |
P&L Component Calculator | 16.2.1P&L Component Calculator
Added calypso.tk.plcalculator.PLComponentCalculatorCustom to show how to extend Calypso's
PLComponentCalculatorBase, and use a custom pricer to fill the desired PLComponentMeasures.
Added calypso.tk.risk.pl.Customizer to show how to register the custom OPL calculator with the
OPL fra... | |
Product P&L Calculator | 16.2.2Product P&L Calculator
You can customize the product P&L calculator by creating a class named tk.risk.pl.Customizer.
In the non-argument constructor, or in the static block, register the custom calculator for the products
you wish to customize. The calculator must implement the interface
com.calypso.tk.plcal... | |
Custom OfficialPLMarkTransformer | 16.2.3Custom OfficialPLMarkTransformer
Create a class named tk.risk.pl.Customizer. In this class call
OfficialPLMarkTransformerFactory.register(transformer class) to register the custom transformer in the
transformer factory.
Custom transformer class: Create a class named tk.plcalculator.<transformer> that implemen... | |
Fee Computation | 16.2.4Fee Computation
You can create a class named tk.plcalculator.CustomDiscountLookup which implements
com.calypso.tk.plcalculator.DefaultDiscountLookup.
CustomDiscountLookup is invoked by com.calypso.tk.plcalculator.PLCashflowUtility to obtain
discount factors for fee flows in Official PL.
| |
Historical Rate Measure Calculator | 16.2.5Historical Rate Measure Calculator
You need to create a class that implements
com.calypso.tk.risk.pl.api.PLComponentHistoRateMeasureCalculator, for example
tk.risk.pl.PLComponentCustomHistoRateMeasureCalculator.
The only method that must be written is:
PLComponentHistoRateMeasureCalculator(IIPnLPLComponentBa... | |
Custom Pricer Measures | 16.2.6Custom Pricer Measures
You can create a class that extends OfficialPLMarkMeasureExtender. It only supports 10 custom pricer
measures for Bonds. These custom pricer measures are only displayed in the Official P&L report and
are not stored.
You can also create a class that implements OfficialPLMarkMeasureExtend... | |
Custom Shift Type and Shift Amount | 16.2.7Custom Shift Type and Shift Amount
To implement a custom shift type or shift amount in Official P&L Explain by Greeks and Live P&L for FX
Spot or Equity, create a class named tk.risk.<class name> that implements
com.calypso.tk.risk.OfficialPLGreeksShiftAmountCustomizer.
For FX Spot, override the method setF... | |
Custom Official P&L Export | 16.2.8Custom Official P&L Export
The sample scheduled task calypsox.tk.util.ScheduledTaskCUSTOM_OFFICIALPLEXPORT shows how
to produce custom Official P&L files.
| |
How to Customize ScenarioAnalysis | 16.3 How to Customize ScenarioAnalysis
ScenarioAnalysis allows defining market data scenarios to be applied to a set of trades, and calculates
risk measures for those scenarios. You can create custom scenario market data, custom scenario rules,
custom report viewers, and custom report viewer converters.
| |
Creating a Custom Scenario Rule | 16.3.1Creating a Custom Scenario Rule
Create a class named tk.risk.ScenarioRule<name> that implements
com.calypso.tk.risk.ScenarioRule.
This class will be invoked from com.calypso.apps.risk.ScenarioRulePanel.
You must register the custom rule name with the “customScenarioRule” domain.
| |
Creating a Custom Scenario Market Data | 16.3.2Creating a Custom Scenario Market Data
Create a class named tk.risk.CustomScenarioMarketData that implements
com.calypso.tk.risk.CustomScenarioMarketDataInterface.
This class will be invoked from com.calypso.tk.risk.ScenarioMarketData.
| |
Creating a Custom Report Viewer | 16.3.3Creating a Custom Report Viewer
Create a class named tk.risk.<viewer> that implements
com.calypso.tk.risk.ScenarioReportViewInterface.
This class will be invoked from com.calypso.tk.risk.ScenarioReportView and
com.calypso.apps.risk.ScenarioReportViewWindow.
The custom viewers must be registered in the doma... | |
Creating a Custom Report Viewer Converter | 16.3.4Creating a Custom Report Viewer Converter
Create a class named tk.risk.<viewer converter> that implements
com.calypso.tk.risk.ScenarioReportViewConverterInterface.
This class will be invoked from com.calypso.tk.risk.ScenarioReportView to convert the standard
columns names to user-defined column name... | |
Creating a Custom Notifcation Before/After Pricing a Trade | 16.3.5Creating a Custom Notifcation Before/After Pricing a Trade
The interface CustomScenarioAnalysisInterface has the following methods: beforeApplyingAllRules()
and afterApplyingAllRules().
Create a class named tk.risk.DefaultCustomScenarioAnalysisInterface that implements
com.tk.risk.CustomScenarioAnalysisInter... | |
How to Apply Distributed Processing to a Client Application | 16.4.1How to Apply Distributed Processing to a Client Application
A client application will instantiate a DispatcherUser that connects to the Dispatcher for sending jobs
and receiving the results.
For applying distributed processing to a risk analysis, see “How to Apply Distributed Processing to a
Risk Analysis”.
... | |
How to Create a Custom Ratio Dispatcher by Product | 16.4.2How to Create a Custom Ratio Dispatcher by Product
Create a class named tk.distproc.<product_type>ProductRatio that implements the interface
tk.distproc.ProductRatio.
This class will be invoked from com.calypso.tk.distproc.ProductRatioUtil.
| |
How to Apply Distributed Processing to a Risk Analysis | 16.4.3How to Apply Distributed Processing to a Risk Analysis
Create a class named tk.distproc.<analysis_name>AnalysisDispatcher which implements
com.calypso.tk.distproc.AnalysisDispatcher.
In order to detect errors returned by individual jobs that will make any further calculation meaningless,
and to terminate th... | |
How to Create a Custom Error Notification | 16.4.4How to Create a Custom Error Notification
The default error notification is an email when the dispatcher or the calculator are disconnected from
the system. Email server host and port come from calpyso_mail.properties. This means that such a file
should exist in a directory that is in the classpath on all ho... | |
Reference Data | Section 17. Reference Data
17.1 Legal Entities
| |
How to Create Custom Attributes on Legal Entities | 17.1.1How to Create Custom Attributes on Legal Entities
You can build a custom input window. Your custom window can contain the fields you need in order to
record the additional attributes. Users can then launch the window by clicking the custom button in the
legal entity window.
Create a class named apps.refdata.L... | |
How to Apply Custom Validation to a LegalEntity | 17.1.2How to Apply Custom Validation to a LegalEntity
Create a class named apps.refdata.CustomLegalEntityValidator which implements the interface
com.calypso.apps.refdata.LegalEntityValidator.
This class will be invoked from com.calypso.apps.refdata.BOLegalEntityWindow.
| |
How to Apply Custom Validation to a Legal Agreement | 17.1.3How to Apply Custom Validation to a Legal Agreement
Create a class named apps.refdata.CustomLegalAgreementValidator that implements
com.calypso.apps.refdata.LegalAgreementValidator.
This class will be invoked from com.calypso.apps.refdata.BOLegalAgreementWindow.
| |
How to Apply Custom Validation to a LegalEntity Contact | 17.1.4How to Apply Custom Validation to a LegalEntity Contact
Create a class named apps.refdata.CustomLEContactValidator which implements the interface
com.calypso.apps.refdata.LEContactValidator.
This class will be invoked from com.calypso.apps.refdata.BOLEContactWindow.
| |
How to Apply Custom Validation to LegalEntity Attributes | 17.1.5How to Apply Custom Validation to LegalEntity Attributes
Create a class named apps.refdata.CustomLEAttributeValidator which implements the interface
com.calypso.apps.refdata.LEAttributeValidator.
This class will be invoked from com.calypso.apps.refdata.BOLegalEntityAttributeWindow.
To check the vali... | |
How to Apply Custom Validation to LegalEntity Registrations | 17.1.6How to Apply Custom Validation to LegalEntity Registrations
Create a class named apps.refdata.CustomRegistrValidator which implements the interface
com.calypso.apps.refdata.RegistrValidator.
This class will be invoked from com.calypso.apps.refdata.BOLERegistrationWindow.
| |
Applying Custom Validation to a Margin Call Config | 17.2 Applying Custom Validation to a Margin Call Config
Create a class named apps.refdata.CustomMarginCallConfigValidator which implements the
interface com.calypso.apps.refdata.MarginCallConfigValidator.
This class will be invoked from com.calypso.apps.refdata.BOMarginCallConfigWindow.
| |
Settlement and Delivery Instructions (SDI) | 17.3 Settlement and Delivery Instructions (SDI)
| |
How to Create a Custom SDI Selector | 17.3.1How to Create a Custom SDI Selector
Refer to the Calypso Settlements documentation for the methodology used by Calypso for selecting
settlement and delivery instructions for trades.
Create a class named tk.bo.<product_type>SDISelector which implements the interface
com.calypso.tk.bo.SDISelector.
This class ... | |
How to Create a Custom SDI Sort Order | 17.3.2How to Create a Custom SDI Sort Order
Create a class named tk.refdata.CustomComparatorSDI which implements the interface
java.util.Comparator.
This class will be invoked from com.calypso.tk.util.ComparatorFactory.
| |
How to Create a Custom SDI Description | 17.3.3How to Create a Custom SDI Description
Since users will be using the description to choose the proper instruction for making manual
assignments of settlement and delivery instructions, you may wish to use custom descriptions.
Create a class named tk.refdata.CustomSDIDescription which implements the interface
... | |
How to Apply a Custom Validation to an SDI | 17.3.4How to Apply a Custom Validation to an SDI
Create class named apps.refdata.CustomSDIValidator which implements the interface
com.calypso.apps.refdata.SDIValidator.
This class will be invoked from com.calypso.apps.refdata.BOSettlDeliveryWindow.
| |
How to add a Custom Menu Item to the SDI Window | 17.3.5How to add a Custom Menu Item to the SDI Window
Create a class named apps.refdata.CustomSDIMenu which implements the interface
com.calypso.apps.refdata.SDIMenu.
This class will be invoked from com.calypso.apps.refdata.BOSettlDeliveryWindow for any utility
function.
| |
How to Create a Custom Summary Panel on the SDI Window | 17.3.6How to Create a Custom Summary Panel on the SDI Window
Create a class named apps.refdata.CustomSDISummaryPanel which implements the interface
com.calypso.apps.refdata.SDISummaryPanel.
This class will be invoked from com.calypso.apps.refdata.BOSettlDeliveryWindow.
| |
How to Apply Custom Validation to an SDI Relationship | 17.3.7How to Apply Custom Validation to an SDI Relationship
Create a class named apps.refdata.CustomSDIRelationShipValidator which implements the
interface com.calypso.apps.refdata.SDIRelationShipValidator.
This class will be invoked from com.calypso.apps.refdata.SDIRelationShipWindow.
| |
How to Apply Custom Validation to a Manual SDI | 17.3.8How to Apply Custom Validation to a Manual SDI
Create a class named apps.refdata.ManualSDIValidator which implements the interface
com.calypso.apps.refdataCustomManual.SDIValidator.
This class will be invoked from com.calypso.apps.refdata.ManualSDIWindow.
| |
How to Apply Custom Validation to a Book | 17.4 How to Apply Custom Validation to a Book
Create a class named apps.refdata.CustomBookValidator which implements the interface
com.calypso.apps.refdata.BookValidator.
This class will be invoked from com.calypso.apps.refdata.BookWindow.
17.5 Static Data Filter
How to use statis data filters
17.5.1Creating a ... | |
Creating a Custom StaticDataFilter Attribute | 17.5.1Creating a Custom StaticDataFilter Attribute
You can implement tk.refdata.sdfilter.SDFilterCriterion for a single attribute, or
tk.refdata.sdfilter.SDFilterCriterionFactory for a set of attributes for the same object.
SDFilterCriterion is the Java interface defining one criterion.
SDFilter attribute is the ... | |
Creating a Custom Attribute Panel | 17.5.2Creating a Custom Attribute Panel
Create a class named apps.refdata.<attribute_name>CustomAttributePanel that implements the
interface com.calypso.apps.refdata.CustomAttributePanel.
This class will be invoked from com.calypso.apps.refdata.StaticDataFilterWindow.
| |
Applying Custom Validation to a Static Data Filter | 17.5.3Applying Custom Validation to a Static Data Filter
To perform custom validation on a Static Data Filter, create a class named
tk.refdata.CustomStaticDataFilterValidator that implements
com.calypso.tk.refdata.StaticDataFilterValidator.
17.6 Trade Filter
How Trade Filters are used
17.6.1Position ... | |
Position Based Products | 17.6.1Position Based Products
The domain “PositionBasedProducts” contains a list of products that return true in their
implementation of isPositionBased(). This list is used internally for excluding the trades whose products
are position based from trade filters with that criteria.
This list is not to be modified,... | |
Extending the Trade Filter Mechanism | 17.6.1Extending the Trade Filter Mechanism
This is the recommended approach to extend trade filters.
To extend the trade filter mechanism, you need to:
• Provide a factory class in charge of this specific filtering extension
• Declare this factory via a domain value so that it will be automatically ins... | |
Creating a Custom Trade Filter Attribute | 17.6.2Creating a Custom Trade Filter Attribute
Follow the steps below to create a custom Trade Filter attribute:
1. Create a class named tk.mo.CustomCriterion<name> that implements
com.calypso.tk.mo.CustomCriterion.
When implementing a custom attribute, you can decide whether to generate th... | |
Creating a Custom Attribute Panel | 17.6.3Creating a Custom Attribute Panel
Create a class named apps.refdata.<attribute_name>Panel that implements the interface
com.calypso.apps.refdata.CustomCriterionPanelInterface.
<attribute_name>Panel is invoked from com.calypso.apps.refdata.TradeFilterWindow.
| |
Creating a Custom Trade Filter Validator | 17.6.4Creating a Custom Trade Filter Validator
To validate the contents of a Trade Filter prior to saving it, create a class named
apps.refdata.CustomTradeFilterValidator that implements the interface
com.calypso.apps.refdata.CustomTradeFilterValidator.
• Method – isValidInput performs validation of Trade F... | |
Applying Custom Validation to a Fee Grid | 17.7 Applying Custom Validation to a Fee Grid
Create a class named apps.refdata.CustomFeeGridValidator that implements
com.calypso.apps.refdata.FeeGridValidator.
CustomFeeGridValidator is invoked from com.calypso.apps.refdata.FeeGridWindow.
17.8 CFD
How CFDs are used
17.8.1How to Apply Custom Validation t... | |
How to Apply Custom Validation to a CFDContractDefinition | 17.8.1How to Apply Custom Validation to a CFDContractDefinition
Create a class named apps.refdata.CustomCFDContractValidator which implements the interface
com.calypso.apps.refdata.CFDContractValidator.
This class will be invoked from com.calypso.apps.refdata.CFDContractWindow.
| |
How to Apply Custom Validation to a CFDCountryGrid | 17.8.2How to Apply Custom Validation to a CFDCountryGrid
Create a class named apps.refdata.CustomCFDCountryGridValidator which implements the
interface com.calypso.apps.refdata.CFDCountryGridValidator.
This class will be invoked from com.calypso.apps.refdata.CFDCountryGridWindow.
| |
Audit and Authorization | 17.9 Audit and Authorization
| |
How to make a Class Auditable and Authorizable | 17.9.1How to make a Class Auditable and Authorizable
Auditable means that all changes to an object such as INSERT, AMEND and REMOVE are recorded
with the following information:
• What has changed in the object
• When was the object changed
• Who made the changes
Authorizable means that when an ob... | |
How to Create a Custom Authorization Window | 17.9.2How to Create a Custom Authorization Window
The default Authorization Window is com.calypso.apps.refdata.AuthorizationWindow.
Create a class named apps.refdata.<name>AuthViewer that implements
com.calypso.apps.refdata.AuthViewer.
This class will be invoked from com.calypso.apps.refdata.AuthViewerUtil.
| |
How to Customize the Pending Modifications Window | 17.9.3How to Customize the Pending Modifications Window
To customize a given entity display of the pending modifications, create a class named
apps.refdata.<entity>PendingModificationWindow that extends extends JPanel and implements
the interface com.calypso.apps.refdata.IPendingModificationWindow.
You can customi... | |
How to add Custom Authorization to a Class | 17.9.4How to add Custom Authorization to a Class
Create a class named apps.util.<class_name>CheckAuthorization that implements
com.calypso.apps.util.CheckAuthorization.
This class will be invoked from com.calypso.tk.refdata.AccessUtil.
| |
How to Create Custom Authorization Behavior | 17.9.5How to Create Custom Authorization Behavior
You can implement a custom authorization behavior that will be invoked when clicking the Accept
button in the Authorization window.
Create a class named tk.refdata.CustomPreAuthorize that implements
CustomPreAuthorizeInterface.
17.10 Authentication
The ... | |
How to add Custom Authentication | 17.10.1 How to add Custom Authentication
Custom authentication is supported as of 17 April 22 MR. Customers can implement the custom
Authentication logic into the calypso stack by following the below process.
Step 1 - Create CustomAuthenticationProvider class which has the logic. See sample code below.
Pla... | |
How to add Custom Access Permission Functions | 17.11.1 How to add Custom Access Permission Functions
To add a new function, add the function name to the “function” domain. If it is a restriction, add it to
the “restriction” domain instead.
For example, we add MyCheck to the “function” domain. Then in your custom code, you can check the
function using:
If Acce... | |
How to Add Custom Access Permissions to a Class | 17.11.2 How to Add Custom Access Permissions to a Class
Create a class named apps.util.<class_name>CheckAccess which implements the interface
com.calypso.tk.refdata.CheckAccess.
| |
How to Create Custom Trade Access Permissions | 17.11.3 How to Create Custom Trade Access Permissions
Create a class named tk.refdata.CustomTradeAccess that implements the interface
com.calypso.tk.refdata.TradeAccess.
| |
How to Create a Custom User Setup | 17.11.4 How to Create a Custom User Setup
To control which GUI and config properties for a given “reference user” should be duplicated when
adding a new user or changing a user’s group in the User Access Permission window.
Create a class named apps.refdata.UserSetup which implements the interface
com.calypso.apps.... | |
How to Apply Custom Validation to User Access Permissions | 17.11.5 How to Apply Custom Validation to User Access Permissions
Create a class named tk.refdata.DefaultCustomProfileValidator which implements the interface
com.calypso.tk.refdata.CustomProfileValidator.
| |
Scheduled Tasks | 17.12 Scheduled Tasks
Scheduled Tasks can be used to run tasks on a regular basis, such as exporting data and importing
data on a regular basis.
Out-of-the-box, Calypso provides a number of scheduled tasks described in the Calypso Scheduled
Tasks User Guide.
| |
How to Create a Custom Scheduled Task | 17.12.1 How to Create a Custom Scheduled Task
Create a class named tk.util.ScheduledTask<name> which extends the class
com.calypso.tk.util.ScheduledTask.
Note that a scheduled task cannot be executed inside the Data Server.
[NOTES: It is not recommended to audit every data member encapsulated within a custom
Sche... | |
Adding a Custom Attribute | 17.12.2 Adding a Custom Attribute
Override the buildAttributeDefinition method, which returns a list of Attribute objects created using
the ScheduledTask.attribute static method. For example:
@Override
protected List<AttributeDefinition> buildAttributeDefinition() {
List<Attrib... | |
Customizing a Scheduled Task | 17.12.3 Customizing a Scheduled Task
How to Customize the MESSAGE_MATCHING Scheduled Task
The MESSAGE_MATCHING Scheduled Task can be used for matching external SWIFT messages. It
can be customized in the following manner.
• com.calypso.tk.util.SwiftMessageInput — Write a class called CustomSwiftMessageInput
... | |
Workflow Process | 18.1 Workflow Process
| |
How to Create a Custom Exception Handler | 18.1.1How to Create a Custom Exception Handler
Create a class named tk.bo.workflow.exhandler.<exception_type>ExceptionHandler which
implements the interface com.calypso.tk.bo.workflow.ExceptionHandler.
This class will be invoked from com.calypso.tk.bo.workflow.ExceptionHandlerUtil.
| |
How to Create a Custom KickOffDate, CutOffDate | 18.1.2How to Create a Custom KickOffDate, CutOffDate
Create a class named tk.bo.workflow.KickOffCalculator<config_name> which implements the
interface com.calypso.tk.bo.workflow.KickOffCalculator.
This class will be invoked from com.calypso.tk.bo.workflow.KickOffCalculatorUtil to override
the KickOffDate and/or Cut... | |
How to Create Custom Data for a Task | 18.1.3How to Create Custom Data for a Task
Create a class named tk.bo.CustomTaskInfo which implements the interface
com.calypso.tk.bo.TaskFillInfo.
This class will be invoked from com.calypso.tk.bo.TaskFillInfoUtil.
| |
How to Create Custom Rules, Actions, and Statuses | 18.1.4How to Create Custom Rules, Actions, and Statuses
Do the following to create custom Rules, Actions, and Statuses for any workflow type:
1. Create a class named tk.bo.workflow.rule.<component_name><workflow_type>Rule that
implements the interface com.calypso.tk.bo.workflow.WfRule.
This cla... | |
How to Create a Custom Workflow Rule | 18.1.5How to Create a Custom Workflow Rule
To create a custom Trade Workflow Rule, create a class named
tk.bo.workflow.rule.<rule_name>TradeRule which implements the interface
com.calypso.tk.bo.workflow.WfTradeRule.
To create a custom Message Workflow Rule, create a class named
tk.bo.workflow.rule.<rule_name>Messa... | |
How to Customize UpdateSettleDateTransferRule | 18.1.6How to Customize UpdateSettleDateTransferRule
You can create a class named tk.bo.workflow.rule.BOMessageValueDateControlHandler that
implements com.calypso.tk.bo.workflow.rule.IValueDateControl to customize
ValueDateControl.
This class is invoked from com.calypso.tk.bo.workflow.rule.UpdateSettleDateTransferR... | |
How to Implement a Custom Workflow | 18.2 How to Implement a Custom Workflow
Calypso offers the ability to implement a workflow for any entity. We will use the LegalEntity object to
illustrate the implementation of a custom workflow.
An implementation using the Book class was also successfully implemented and tested. Note however
that the current implemen... | |
Entity | 18.2.1Entity
The object for which you want to implement a custom workflow must be identified as an Entity.
Implementing EntityObject
The object for which you want to implement a generic workflow must implement
com.calypso.tk.core.EntityObject.
For example, the following code was added to the class com.calypso.tk... | |
Domain Data | 18.2.2Domain Data
The following domain values should be added:
• Add the entity to the “workflowType” domain. In our example, we add LegalEntity.
• Create the domain “workflowRule<entity>”. In our example, it is “workflowRuleLegalEntity”.
• Add the workflow rules that you have created to the “wor... | |
Workflow | 18.2.3Workflow
Once the domain values have been set, the workflow can be configured using Configuration >
Workflow > Workflow Configuration from the Calypso Navigator.
Make sure to add the actions, rules, and status codes as applicable using the menu items under
Domain > Entity. You will be prompted to enter the e... | |
Task Station | 18.3 Task Station
You can add custom menu items to the New Task Station by creating a class named
apps.reporting.CustomTaskMenuActions that extends
com.calypso.apps.reporting.DefaultTaskMenuActions.
To add custom columns, please refer to Calypso New Task Station documentation for information on
adding task enrichmen... | |
Extension Point Factory Framework | Section 19. Extension Point Factory Framework
The Extension Point Factory provides a common mechanism to load classes that are extension points
to Calypso. Extension points in Calypso are classes that provide additional functionality. For example,
the FilterSet class can be extended to handle additional conditions by p... | |
How to Customize the Login Dialog | 20.1 How to Customize the Login Dialog
The following section allows you to add custom panels to the login dialog. These panels are for display
use only, and do not modify the form inputs.
Create a class named tk.util.ClientVersion that implements
com.calypso.tk.util.ClientVersionInterface.
This class will be invoked f... | |
How to Customize Password Encryption – Login | 20.2 How to Customize Password Encryption – Login
Login passwords are encrypted and stored in the database. A salt hashing encryption mechanism is
used for those users who have created or reset their password in v15.1 or higher, otherwise a non-salt
mechanism is used.
For salt hashing only, you can create a custom Dige... | |
How to Customize Password Encryption – Environment Files | 20.3 How to Customize Password Encryption – Environment Files
Passwords stored in the Calypso environment property files can be encrypted. The encryption
mechanism to use can be customized.
Create a class that implements com.calypso.tk.core.CalypsoEncrypter and specify the class name
in the environment property ENCRYPT... | |
How to Customize Password Validation | 20.4 How to Customize Password Validation
You can create a class named tk.refdata.CustomPasswordValidator that extends
com.calypso.tk.refdata.PasswordValidator.
| |
How to Create Custom Version Information | 20.5 How to Create Custom Version Information
Create a class named tk.util.ClientVersion that implements
com.calypso.tk.util.ClientVersionInterface.
This class will be invoked from com.calypso.apps.util.CalypsoLoginDialog.
|
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