New Order - List (MsgType = E, FIXML = NewOrderList)

The New Order - List (E) message can be used in one of two ways depending on which market conventions are being followed.

In the "Non disclosed" convention the New Order - List (E) message is sent after the bidding process has been completed, by telephone or electronically. The New Order - List (E) message enumerates the stocks, quantities, direction for the trade and may contain pre-allocation information.

This message may also be used as the first message for the transmission of a program trade where the bidding process has been done by means other than FIX. In this scenario the messages may either be used as a staging process, in which case the broker will start execution once either a ListExecute is received or for immediate execution, in which case the orders will be executed on receipt.

In the "Disclosed" convention the New Order - List (E) message is sent before the bidding process is started, by telephone or electronically. The New Order - List (E) message enumerates the stocks and quantities from the bidding process, and may contain pre-allocation information. The direction of the trade is disclosed after the bidding process is completed.

See Appendix N - Program/Basket/List Trading for an example.

Tag Field Name FIXML Req'd Comments
<Standard Message Header> Y MsgType = E
66 ListID ListID Y Must be unique, by customer, for the day
390 BidID BidID N Should refer to an earlier program if bidding took place.
391 ClientBidID ClientBidID N
414 ProgRptReqs ProgRptReqs N
394 BidType BidType Y e.g. Non Disclosed Model, Disclosed Model, No Bidding Process
415 ProgPeriodInterval ProgPeriodInterval N
433 ListExecInstType ListExecInstType N Controls when execution should be begin.
69 ListExecInst ListExecInst N Free-form text.
352 EncodedListExecInstLen EncodedListExecInstLen C Must be set if EncodedListExecInst (353) field is specified and must immediately precede it.
353 EncodedListExecInst EncodedListExecInst C Encoded (non-ASCII characters) representation of the ListExecInst (69) field in the encoded format specified via the MessageEncoding (347) field.
68 TotNoOrders TotNoOrders Y Used to support fragmentation. Sum of NoOrders (73) across all messages with the same ListID (66) .
73 NoOrders NoOrders Y Number of orders in this message (number of repeating groups to follow)
=> 11 ClOrdID ClOrdID Y Must be the first field in the repeating group.
=> 67 ListSeqNo ListSeqNo Y Order number within the list
=> 160 SettlInstMode N
=> 109 ClientID ClientID N
=> 76 ExecBroker ExecBroker N
=> 1 Account Account N
=> 78 NoAllocs NoAllocs N Indicates number of pre-trade allocation accounts to follow
=> => 79 AllocAccount AllocAcct C Required if NoAllocs (78) > 0. Must be the first field in the repeating group.
=> => 80 AllocShares AllocShares N
=> 63 SettlmntTyp Settlement N
=> 64 FutSettDate FutSettDate N
=> 21 HandlInst HandInst N
=> 18 ExecInst ExecInst N Can contain multiple instructions, space delimited. If OrdType (40) =P, exactly one of the following values ( ExecInst (18) = L, R, M, P, O, T, or W) must be specified.
=> 110 MinQty MinQty N
=> 111 MaxFloor MaxFloor N
=> 100 ExDestination ExecDestination N
=> 386 NoTradingSessions NoTrdSess N
=> => 336 TradingSessionID TrdSesID C First field in repeating group. Required if NoTradingSessions (386) > 0.
=> 81 ProcessCode ProcessCode N
=> 55 Symbol Symbol Y
=> 65 SymbolSfx SymbolSfx N Can be repeated multiple times if message is related to multiple symbols.
=> 48 SecurityID SecurityID N Can be repeated multiple times if message is related to multiple symbols.
=> 22 IDSource IDSource N Can be repeated multiple times if message is related to multiple symbols.
=> 167 SecurityType SecurityType N Must be specified if a Future or Option. If a Future: Symbol (55) , SecurityType (167) , and MaturityMonthYear (200) are required. If an Option: Symbol (55) , SecurityType (167) , MaturityMonthYear (200) , PutOrCall (201) , and StrikePrice (202) are required.
=> 200 MaturityMonthYear MonthYear C Specifies the month and year of maturity. Required if MaturityDay (205) is specified.
=> 205 MaturityDay Day N Can be used in conjunction with MaturityMonthYear (200) to specify a particular maturity date.
=> 201 PutOrCall PutCall C For Options.
=> 202 StrikePrice StrikePx C For Options.
=> 206 OptAttribute OptAttribute N For Options.
=> 231 ContractMultiplier ContractMultiplier N For Fixed Income, Convertible Bonds, Derivatives, etc. Note: If used, quantities should be expressed in the "nominal" (e.g. contracts vs. shares) amount.
=> 223 CouponRate CouponRate N For Fixed Income.
=> 207 SecurityExchange SecurityExch N Can be used to identify the security.
=> 106 Issuer Issuer N Can be repeated multiple times if message is related to multiple symbols.
=> 348 EncodedIssuerLen EncodedIssuerLen C Must be set if EncodedIssuer (349) field is specified and must immediately precede it.
=> 349 EncodedIssuer EncodedIssuer C Encoded (non-ASCII characters) representation of the Issuer (106) field in the encoded format specified via the MessageEncoding (347) field.
=> 107 SecurityDesc SecurityDesc N Can be repeated multiple times if message is related to multiple symbols.
=> 350 EncodedSecurityDescLen EncodedSecDescLen C Must be set if EncodedSecurityDesc (351) field is specified and must immediately precede it.
=> 351 EncodedSecurityDesc EncodedSecDesc C Encoded (non-ASCII characters) representation of the SecurityDesc (107) field in the encoded format specified via the MessageEncoding (347) field.
=> 140 PrevClosePx PrevClosePx N Useful for verifying security identification
=> 54 Side Side Y Note: to indicate the side of SideValue1 (396) or SideValue2 (397) , specify Side (54) =Undisclosed and SideValueInd (401) =either the SideValue1 (396) or SideValue2 (397) indicator.
=> 401 SideValueInd SideValueInd N Refers to the SideValue1 (396) or SideValue2 (397) . These are used as opposed to Buy or Sell so that the basket can be quoted either way as Buy or Sell.
=> 114 LocateReqd LocateReq C Required for short sell orders
=> 60 TransactTime TransactTime N
=> 38 OrderQty OrderQty C Either CashOrderQty (152) or OrderQty (38) is required. Note that either, but not both, CashOrderQty or OrderQty should be specified.
=> 152 CashOrderQty CashOrderQty C Either CashOrderQty (152) or OrderQty (38) is required. Note that either, but not both, CashOrderQty (152) or OrderQty (38) should be specified. Specifies the approximate "monetary quantity" for the order. Broker is responsible for converting and calculating OrderQty (38) in shares for subsequent messages.
=> 40 OrdType OrderType N
=> 44 Price Price N
=> 99 StopPx StopPx N
=> 15 Currency Currency N
=> 376 ComplianceID ComplianceID N
=> 377 SolicitedFlag SolicitedFlag N
=> 23 IOIid IOI_ID C Required for Previously Indicated Orders ( OrdType (40) =E)
=> 117 QuoteID QuoteID C Required for Previously Quoted Orders ( OrdType (40) =D)
=> 59 TimeInForce OrderDuration N
=> 168 EffectiveTime EffectiveTime N
=> 432 ExpireDate ExpireDate C Conditionally required if TimeInForce (59) = GTD and ExpireTime (126) is not specified.
=> 126 ExpireTime ExpireTime C Conditionally required if TimeInForce (59) = GTD and ExpireDate (432) is not specified.
=> 427 GTBookingInst GTBookingInst N States whether executions are booked out or accumulated on a partially filled GT order.
=> 12 Commission CommAmt N
=> 13 CommType CommType N
=> 47 Rule80A Rule80A N
=> 121 ForexReq ForexReq N
=> 120 SettlCurrency SettCurrency N
=> 58 Text Text N
=> 354 EncodedTextLen EncodedTextLen C Must be set if EncodedText (355) field is specified and must immediately precede it.
=> 355 EncodedText EncodedText C Encoded (non-ASCII characters) representation of the Text (58) field in the encoded format specified via the MessageEncoding (347) field.
=> 193 FutSettDate2 FutSettDate2 N Can be used with OrdType (40) = "Forex - Swap" to specify the "value date" for the future portion of a F/X swap.
=> 192 OrderQty2 OrderQty2 N Can be used with OrdType (40) = "Forex - Swap" to specify the order quantity for the future portion of a F/X swap.
=> 77 OpenClose OpenClose N
=> 203 CoveredOrUncovered Cover N
=> 204 CustomerOrFirm CustomerFirm N
=> 210 MaxShow MaxShow N
=> 211 PegDifference PegDifference N
=> 388 DiscretionInst DiscretionInst C Code to identify the price a DiscretionOffset (389) is related to and should be mathematically added to. Required if DiscretionOffset (389) is specified.
=> 389 DiscretionOffset DiscretionOffset N Amount (signed) added to the "related to" price specified via DiscretionInst (388) .
=> 439 ClearingFirm ClearingFirm N
=> 440 ClearingAccount ClearingAcct N
<Standard Message Trailer> Y