Message Allocation Scenario base

SYNOPSIS: The Allocation message provides the ability to specify how an order or set of orders should be subdivided amongst one or more accounts.

ID MsgType Abbr Flow
19J

Pedigree

Added EP Updated EP Deprecated EP
FIX.2.7

Responses

None

Members

Allocation base members
ID Name Abbr Presence Description
1001StandardHeaderrequiredSYNOPSIS: The standard FIX message header
ELABORATION:
70AllocID required SYNOPSIS: Unique identifier for allocation message. (Prior to FIX 4.1 this field was of type int)
71AllocTransType required SYNOPSIS: Identifies allocation transaction type
72RefAllocID optional SYNOPSIS: Reference identifier to be used with Replace, Cancel, and Calculated AllocTransType messages. (Prior to FIX 4.1 this field was of type int)
196AllocLinkID optional SYNOPSIS: Can be used to link two different Allocation messages (each with unique AllocID) together, i.e. for F/X "Netting" or "Swaps". Should be unique.
197AllocLinkType optional SYNOPSIS: Identifies the type of Allocation linkage when AllocLinkID is used.
2036OrdAllocGrpoptional Indicates number of orders to be combined for allocation. If order(s) were manually delivered set to 1 (one).
2014ExecAllocGrpoptional Indicates number of individual execution repeating group entries to follow. Absence of this field indicates that no individual execution entries are included. Primarily used to support step-outs.
54Side required SYNOPSIS: Side of order
55Symbol required SYNOPSIS: Ticker symbol
65SymbolSfx optional SYNOPSIS: Additional information about the security (e.g. preferred, warrants, etc.). Note also see SecurityType. Valid values: As defined in the NYSE Stock and bond Symbol Directory and in the AMEX Fitch Directory
48SecurityID optional SYNOPSIS: CUSIP or other alternate security identifier
22IDSource optional SYNOPSIS: Identifies class of alternative SecurityID
167SecurityType optional SYNOPSIS: Indicates type of security (ISITC spec)
200MaturityMonthYear optional SYNOPSIS: Month and Year of the maturity for SecurityType=FUT or SecurityType=OPT. Required if MaturityDay is specified. Format: YYYYMM (i.e. 199903)
205MaturityDay optional SYNOPSIS: Day of month used in conjunction with MaturityMonthYear to specify the maturity date for SecurityType=FUT or SecurityType=OPT.
201PutOrCall optional SYNOPSIS: Indicates whether an Option is for a put or call.
202StrikePrice optional SYNOPSIS: Strike Price for an Option.
206OptAttribute optional SYNOPSIS: Can be used for SecurityType=OPT to identify a particular security.
231ContractMultiplier optional SYNOPSIS: Specifies the ratio or multiply factor to convert from contracts to shares (e.g. 1.0, 100, 1000, etc). Applicable For Fixed Income, Convertible Bonds, Derivatives, etc. Note: If used, quantities should be expressed in the "nominal" (e.g. contracts vs. shares) amount.
223CouponRate optional SYNOPSIS: For Fixed Income. Coupon rate of the bond. Will be zero for step-up bonds.
207SecurityExchange optional SYNOPSIS: Market used to help identify a security.
106Issuer optional SYNOPSIS: Company name of security issuer (e.g. International Business Machines)
348EncodedIssuerLen optional SYNOPSIS: Byte length of encoded (non-ASCII characters) EncodedIssuer field.
349EncodedIssuer optional SYNOPSIS: Encoded (non-ASCII characters) representation of the Issuer field in the encoded format specified via the MessageEncoding field. If used, the ASCII (English) representation should also be specified in the Issuer field.
107SecurityDesc optional SYNOPSIS: Security description.
350EncodedSecurityDescLen optional SYNOPSIS: Byte length of encoded (non-ASCII characters) EncodedSecurityDesc field.
351EncodedSecurityDesc optional SYNOPSIS: Encoded (non-ASCII characters) representation of the SecurityDesc field in the encoded format specified via the MessageEncoding field. If used, the ASCII (English) representation should also be specified in the SecurityDesc field.
53Shares required SYNOPSIS: Number of shares (Prior to FIX 4.2 this field was of type int)
30LastMkt optional SYNOPSIS: Market of execution for last fill
336TradingSessionID optional SYNOPSIS: Identifier for Trading Session Can be used to represent a specific market trading session (e.g. "PRE-OPEN", "CROSS_2", "AFTER-HOURS", "TOSTNET1", "TOSTNET2", etc). Values should be bi-laterally agreed to between counterparties.
6AvgPx required SYNOPSIS: Calculated average price of all fills on this order.
15Currency optional SYNOPSIS: Identifies currency used for price. Absence of this field is interpreted as the default for the security. It is recommended that systems provide the currency value whenever possible. See Appendix A: Valid Currency Codes for information on obtaining valid values.
74AvgPrxPrecision optional SYNOPSIS: Indicates number of decimal places to be used for average pricing. Absence of this field indicates that default precision arranged by the broker/institution is to be used.
75TradeDate required SYNOPSIS: Indicates date of trade referenced in this message in YYYYMMDD format. Absence of this field indicates current day (expressed in local time at place of trade).
60TransactTime optional SYNOPSIS: Time of execution/order creation (expressed in UTC (Universal Time Coordinated, also known as "GMT")
63SettlmntTyp optional SYNOPSIS: Indicates order settlement period. Absence of this field is interpreted as Regular. Regular is defined as the default settlement period for the particular security on the exchange of execution.
64FutSettDate optional SYNOPSIS: Specific date of trade settlement (SettlementDate) in YYYYMMDD format. Required when SettlmntTyp = 6 (Future) or SettlmntTyp = 8 (Sellers Option). (expressed in local time at place of settlement)
381GrossTradeAmt optional SYNOPSIS: Total amount traded (e.g. CumQty * AvgPx) expressed in units of currency.
118NetMoney optional SYNOPSIS: Total amount due as the result of the transaction (e.g. for Buy order - principal + commission + fees) reported in currency of execution.
77OpenClose optional SYNOPSIS: Indicates whether the resulting position after a trade should be an opening position or closing position. Used for omnibus accounting - where accounts are held on a gross basis instead of being netted together.
58Text optional SYNOPSIS: Free format text string (Note: this field does not have a specified maximum length)
354EncodedTextLen optional SYNOPSIS: Byte length of encoded (non-ASCII characters) EncodedText field.
355EncodedText optional SYNOPSIS: Encoded (non-ASCII characters) representation of the Text field in the encoded format specified via the MessageEncoding field. If used, the ASCII (English) representation should also be specified in the Text field.
157NumDaysInterest optional SYNOPSIS: Number of Days of Interest for convertible bonds and fixed income
158AccruedInterestRate optional SYNOPSIS: Accrued Interest Rate for convertible bonds and fixed income
2003AllocGrpoptional Indicates number of allocation groups to follow.
1002StandardTrailerrequiredSYNOPSIS: The standard FIX message trailer
ELABORATION: