Vero OMS Docs

Workspace overview

The workspace overview shows account administration, risk rules, approvals, and the selected account detail panel.

Account Table

The account table displays account id, name, type, group, margin, short sell, users, and rules.Account rows can be sorted by account, name, type, group, margin, short-sell rule state, user count, and rule count. Row checkboxes enable bulk ASSIGN USER and ADD TO GROUP; each bulk action runs one governed operation per selected account and reports progress.

Account Detail

The right-side account panel displays and manages the selected account.

Detail action	Behavior
Edit Account	Opens an update-account request form prefilled from the selected account.
Deposit / Withdraw	Opens a request form for cash movement approval.
Add Rule	Opens a create-risk-rule request seeded to the selected account.
Move / Remove from group	Changes account group membership when allowed.
Grant / Revoke	Grants or revokes user access levels on the selected account.
Applied Rules	Displays active system/account rules affecting the selected account.

Reference Data groups account and counterparty values by user-facing function. Users with manage permission can add values, confirm deletion, refresh the list, and close the dialog.

Risk Rules

Risk Rules contains the rule catalog, filters by engine/scope/kind, rules list, and rule detail panel.

Risk rule action	Behavior
Search target rail	Filters rules by target or match value.
Category / scope / kind filters	Narrow the rule table to one rule family.
New Rule	Opens a maker-checker dialog for a new rule.
Select rule	Loads editable rule detail in the right panel.
Update Rule	Submits a change request; the rule does not apply until approved.
Delete Rule	Submits a delete request; removal does not apply until approved.

Approvals

Approvals contains review queues, request state, and the selected approval detail panel.

Approval action	Behavior
All / Mine	Switches between all requests and requests submitted by the current user.
Status filter	Filters by pending, approved, applied, rejected, failed, or cancelled state.
Search	Searches id, request type, status, requester, or reviewer.
Select row	Opens request details, changed values, and review controls in the detail panel.
Approve / Reject	Available only to reviewers on other users’ pending requests.
Cancel Request	Available to the requester while the request is pending.
Bulk approve / reject	Processes eligible pending requests and reports success/failure count.

Guide

Trader User Guide

Operation User Guide

Admin User Guide

Operation

Workspace overview

Account Table

Account Detail

Risk Rules

Approvals

​Workspace overview

​Account Table

​Account Detail

​Risk Rules

​Approvals

Workspace overview

Account Table

Account Detail

Risk Rules

Approvals