How Enterprise Document Is Organized

First chapter is an Overview, it explains important concepts in Polypaths Enterprise world. Anyone who is new to Polypaths Enterprise is encouraged to read this chapter first.

Second chapter is Getting Started. After you finish the first chapter, if you want to get your feet wet, without fully knowing the capabilities of the system, you should follow the steps in this chapter. With its help, you should be able to log in, click around, upload your first portfolio, view it online, run a calculation job, and output a csv report.

Chapter 3 is Reporting. It introduces you to one of the major Enterprise feature: reporting; this chapter talks about different report types, and when to use those different report types. It also talks about different ways to deliver the report you created.

Chapter 4 is Enterprise Jobs. Being able to schedule jobs and run them directly from a browser, email, Excel, or any program that can use web services is another important feature of Enterprise. There are few categories of Polypaths Enterprise jobs including calculation jobs, input jobs, data manipulating jobs, output jobs, administration jobs and we have sections for each.

Chapter 5 is Home, which is the first tab and you can configure it to show a personalized view of the system tailored for you. On that page, you can monitor jobs, kick off or kill jobs, monitor reports, get system status, upload/download data and many other features.

Chapter 6 is Administration Tasks. In this chapter we go over the administrative tasks, like creating users and groups, changing permissions, setting up the companies account trees, how to restart and monitor your system.

Chapter 7 AppPort Interaction covers the features that were disabled in stand-alone desktop environment, but now can be enabled. These features allow you to upload and download data to Enterprise, use our Trade Entry system.

Chapter 8 APIs talks about the functionalities we open up so you can drive Enterprise from your application. The things you can do include: upload/download files; kick off/monitor/kill jobs, query the system and farm status, stop/start calculators, etc… Since the API is web service based, and we do provide an email gateway, you can easily use it anywhere, like Excel, your in-house script (Perl, batch, etc…), from your email (iPhone, Blackberry).

Chapter 9 Security Position Pricing covers topics related to Securities, Positions & Pricing.