<AllocGrp> Component Block

Used in :

Tag Field Name FIXML Req'd Comments
78 NoAllocs Alloc N Conditionally required except when AllocTransType = Cancel, or when AllocType = Ready-to-book or Warehouse instruction
=> 79 AllocAccount @Acct C May be the same value as BrokerOfCredit if ProcessCode is step-out or soft-dollar step-out and Institution does not wish to disclose individual account breakdowns to the ExecBroker. Required if NoAllocs > 0. Must be first field in repeating group.Conditionally required except when for AllocTransType="Cancel", or when AllocType= "Ready-To-Book" or "Warehouse instruction".
=> 661 AllocAcctIDSource @ActIDSrc N
=> 573 MatchStatus @MtchStat N
=> 366 AllocPrice @Px N Used when performing "executed price" vs. "average price" allocations (e.g. Japan). AllocAccount plus AllocPrice form a unique Allocs entry. Used in lieu of AllocAvgPx.
=> 80 AllocQty @Qty N Conditionally required except when for AllocTransType="Cancel", or when AllocType= "Ready-To-Book" or "Warehouse instruction".
=> 467 IndividualAllocID @IndAllocID N
=> 81 ProcessCode @ProcCode N
=> 989 SecondaryIndividualAllocID @IndAllocID2 N Can be used by an intermediary to specify an allocation ID assigned by the intermediary's system.
=> 1002 AllocMethod @Meth N Specifies the method under which a trade quantity was allocated.
=> 993 AllocCustomerCapacity @CustCpcty N Can be used for granular reporting of separate allocation detail within a single trade report or allocation message.
=> 1047 AllocPositionEffect @AllocPosEfct N
=> 992 IndividualAllocType @Typ N
=> <NestedParties> N Insert here the set of "Nested Parties" (firm identification "nested" within additional repeating group) fields defined in "Common Components of Application Messages" Used for NestedPartyRole=BrokerOfCredit, ClientID, Settlement location (PSET), etc.Note: this field can be used for settlement location (PSET) information.
=> 208 NotifyBrokerOfCredit @NotifyBrkrOfCredit N
=> 209 AllocHandlInst @HandlInst N
=> 161 AllocText @Txt N Free format text field related to this AllocAccount
=> 360 EncodedAllocTextLen @EncAllocTextLen C Must be set if EncodedAllocText field is specified and must immediately precede it.
=> 361 EncodedAllocText @EncAllocText C Encoded (non-ASCII characters) representation of the AllocText field in the encoded format specified via the MessageEncoding field.
=> <CommissionData> N Insert here the set of "CommissionData" fields defined in "Common Components of Application Messages"
=> 153 AllocAvgPx @AvgPx N AvgPx for this AllocAccount. For F/X orders, should be the "all-in" rate (spot rate adjusted for forward points) for this allocation, expressed in terms of Currency(15) (15) . For Fixed Income always express value as "percent of par".
=> 154 AllocNetMoney @NetMny N NetMoney for this AllocAccount ((AllocQty * AllocAvgPx) - Commission - sum of MiscFeeAmt + AccruedInterestAmt) if a Sell. ((AllocQty * AllocAvgPx) + Commission + sum of MiscFeeAmt + AccruedInterestAmt) if a Buy. For FX, if specified, expressed in terms of Currency(15). .
=> 119 SettlCurrAmt @SettlCurrAmt N (Deprecated in FIX.4.4) Replaced by AllocSettlCurrAmt
=> 737 AllocSettlCurrAmt @AllocSettlCurrAmt N AllocNetMoney in AllocSettlCurrency for this AllocAccount if AllocSettlCurrency is different from "overall" Currency
=> 120 SettlCurrency @SettlCcy N (Deprecated in FIX.4.4) Replaced by AllocSettlCurrency. SettlCurrency for this AllocAccount if different from "overall" Currency. Required if SettlCurrAmt is specified.
=> 736 AllocSettlCurrency @AllocSettlCcy N AllocSettlCurrency for this AllocAccount if different from "overall" Currency.Required if AllocSettlCurrAmt is specified.Required for NDFs.
=> 155 SettlCurrFxRate @SettlCurrFxRt N Foreign exchange rate used to compute AllocSettlCurrAmt from Currency to AllocSettlCurrency
=> 156 SettlCurrFxRateCalc @SettlCurrFxRtCalc N Specifies whether the SettlCurrFxRate should be multiplied or divided
=> 742 AllocAccruedInterestAmt @AcrdIntAmt N Applicable for Convertible Bonds and fixed income
=> 741 AllocInterestAtMaturity @IntAtMat N Applicable for securities that pay interest in lump-sum at maturity
=> <MiscFeesGrp> N
=> <ClrInstGrp> N
=> 635 ClearingFeeIndicator @ClrFeeInd N
=> 780 AllocSettlInstType @SettlInstTyp N Used to indicate whether settlement instructions are provided on this message, and if not, how they are to be derived.Absence of this field implies use of default instructions.
=> <SettlInstructionsData> C Insert here the set of "SettlInstructionsData" fields defined in "Common Components of Application Messages"Used to communicate settlement instructions for this AllocAccount detail. Required if AllocSettlInstType (780) = 2 or 3.