Message PositionMaintenanceReport Scenario base

SYNOPSIS: The Position Maintenance Report message is sent by the holder of a positon in response to a Position Maintenance Request and is used to confirm that a request has been successfully processed or rejected.

ID MsgType Abbr Flow
72AMPosMntRpt

Pedigree

Added EP Updated EP Deprecated EP
FIX.4.4

Responses

None

Members

PositionMaintenanceReport base members
ID Name Abbr Presence Description
1024StandardHeaderBaseHeaderrequiredSYNOPSIS: The standard FIX message header
ELABORATION:
721PosMaintRptIDRptID required SYNOPSIS: Unique identifier for this position report
709PosTransTypeTxnTyp required SYNOPSIS: Identifies the type of position transaction.
2618PositionIDPosID optional SYNOPSIS: Unique identifier for a position entity. Refer to PosMaintRptID(721) for a unique identifier of a position report message.
710PosReqIDReqID optional SYNOPSIS: Unique identifier for the position maintenance request as assigned by the submitter
712PosMaintActionActn required SYNOPSIS: Maintenance Action to be performed.
713OrigPosReqRefIDOrigPosReqRefID optional SYNOPSIS: Reference to the PosReqID (710) of a previous maintenance request that is being replaced or canceled.
722PosMaintStatusStat optional SYNOPSIS: Status of Position Maintenance Request
723PosMaintResultRslt optional SYNOPSIS: Result of Position Maintenance Request.
715ClearingBusinessDateBizDt required SYNOPSIS: The business date for which the trade is expected to be cleared.
2084PreviousClearingBusinessDatePrevBizDt optional SYNOPSIS: The date of the previous clearing business day.
2085ValuationDateValDt optional SYNOPSIS: The valuation date of the trade.
2086ValuationTimeValTm optional SYNOPSIS: The valuation time of the trade.
2087ValuationBusinessCenterValBizCtr optional SYNOPSIS: Identifies the business center whose calendar is used for valuation, e.g. "GLOB". See http://www.fpml.org/coding-scheme/business-center for standard 4-character code values.
1592DiscountFactorDiscFctr optional SYNOPSIS: Used to calculate the present value of an amount to be paid in the future.
1328RejectTextRejTxt optional SYNOPSIS: Identifies the reason for rejection.
1664EncodedRejectTextLenEncRejTxtLen optional SYNOPSIS: Byte length of encoded (non-ASCII characters) EncodedRejectText(1665) field.
1665EncodedRejectTextEncRejTxt optional SYNOPSIS: Encoded (non-ASCII characters) representation of the RejectText(1328) field in the encoded format specified via the MessageEncoding(347) field. If used, the ASCII (English) representation should also be specified in the RejectText(1328) field.
716SettlSessIDSetSesID optional SYNOPSIS: Identifies a specific settlement session
717SettlSessSubIDSetSesSub optional SYNOPSIS: SubID value associated with SettlSessID(716)
1832ClearedIndicatorClrd optional SYNOPSIS: Indicates whether the trade or position being reported was cleared through a clearing organization.
1833ContractRefPosTypeConRefPosTyp optional SYNOPSIS: Additional information related to the pricing of a commodity swaps position, specifically an indicator referring to the position type.
1834PositionCapacityPosCpcty optional SYNOPSIS: Used to describe the ownership of the position.
2101TerminatedIndicatorTrmtdInd optional SYNOPSIS: Indicates if the position has been terminated.
979InputSourceInptSrc optional SYNOPSIS: Originating source of the request.
1012PartiesPtyoptionalSYNOPSIS: The Parties component block is used to identify and convey information on the entities both central and peripheral to the financial transaction represented by the FIX message containing the Parties Block. The Parties block allows many different types of entites to be expressed through use of the PartyRole field and identifies the source of the PartyID through the the PartyIDSource.
ELABORATION:
1AccountAcct optional SYNOPSIS: Account mnemonic as agreed between buy and sell sides, e.g. broker and institution or investor/intermediary and fund manager.
660AcctIDSourceAcctIDSrc optional SYNOPSIS: Used to identify the source of the Account (1) code. This is especially useful if the account is a new account that the Respondent may not have setup yet in their system.
581AccountTypeAcctTyp optional SYNOPSIS: Type of account associated with an order
714PosMaintRptRefIDRptRefID optional SYNOPSIS: Reference to a PosMaintRptID (721) from a previous Position Maintenance Report that is being replaced or canceled.
1003InstrumentInstrmtrequiredSYNOPSIS: The Instrument component block contains all the fields commonly used to describe a security or instrument. Typically the data elements in this component block are considered the static data of a security, data that may be commonly found in a security master database. The Instrument component block can be used to describe any asset type supported by FIX.
ELABORATION:
15CurrencyCcy 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 6-A: Valid Currency Codes" for information on obtaining valid values.
64SettlDateSettlDt optional SYNOPSIS: Specific date of trade settlement (SettlementDate) in YYYYMMDD format. If present, this field overrides SettlType (63). This field is required if the value of SettlType (63) is 6 (Future) or 8 (Sellers Option). This field must be omitted if the value of SettlType (63) is 7 (When and If Issued) (expressed in local time at place of settlement)
120SettlCurrencySettlCcy optional SYNOPSIS: Currency code of settlement denomination.
719ContraryInstructionIndicatorCntraryInstrctnInd optional SYNOPSIS: Used to indicate when a contrary instruction for exercise or abandonment is being submitted
720PriorSpreadIndicatorPriorSpreadInd optional SYNOPSIS: Indicates if requesting a rollover of prior day's spread submissions.
2019InstrmtLegGrpLegoptionalSYNOPSIS:
ELABORATION:
1066RelatedInstrumentGrpReltdInstrmtoptionalSYNOPSIS: The RelatedInstrumentGrp is a repeating component at the same hierarchical level as the Instrument component, describing relationships and linkages between the Instrument, UnderlyingInstrument and InstrumentLeg entries. If all instances of the UnderlyingInstrument in the message are true underliers of the Instrument then the RelatedInstrumentGrp component is not needed. If any instance of the UnderlyingInstrument has a different relationship, e.g. underlier of an InstrumentLeg, stream, equity equivalent or nearest exchange-traded contract or there are multiple instances of InstrumentLeg, then an entry for every relationship should be included in this component. When the RelatedInstrumentGrp appears within a repeating group, each entry only apply to the Instrument component at the same hierarchical level. In messages, such as Email(35=C) and News(35=B), where Instrument and the InstrumentLeg are within their repeating groups, the RelatedInstrumentGrp component may be used to link legs and underliers to their appropriate base Instrument.
ELABORATION: For simple relationships such as identifying a "hedges for" security the entry simply defines the symbol or identifier of an externally known security. For relationships within strategies and swaps the entry refers up through one of the "related to" fields to the Instrument, InstrumentLeg, UnderlyingInstrument, stream or dividend period with which the related security has correlation. It then points down through RelatedSecurityID(1650) or RelatedSymbol(1649) to an UnderlyingInstrument instance in the current message defining the related security. The nature of the relationship is given in RelatedInstrumentType(1648).
2066UndInstrmtGrpUndlyoptionalSYNOPSIS:
ELABORATION:
2064TrdgSesGrpTrdSesoptionalSYNOPSIS:
ELABORATION:
60TransactTimeTxnTm optional SYNOPSIS: Timestamp when the business transaction represented by the message occurred.
1015PositionQtyQtyoptionalSYNOPSIS: The PositionQty component block specifies the various types of position quantity in the position life-cycle including start-of-day, intraday, trade, adjustments, and end-of-day position quantities. Quantities are expressed in terms of long and short quantities.
ELABORATION:
1014PositionAmountDataAmtoptionalSYNOPSIS: The PositionAmountData component block is used to report netted amounts associated with position quantities. In the listed derivatives market the amount is generally expressing a type of futures variation or option premium. In the equities market this may be the net pay or collect on a given position.
ELABORATION:
2220RegulatoryTradeIDGrpRegTrdIDoptionalSYNOPSIS: The RegulatoryTradeIDGrp is a repeating component within the TradeCaptureReport message used to report the source, value and relationship of multiple identifiers for the same trade or position. This component can be used to meet regulatory trade reporting requirements where identifiers such as the Unique Swaps Identifier (USI) in the US or the Unique Trade Identifier (UTI) in Europe and Canada are required to be reported, showing the chaining of these identifiers as needed.
ELABORATION:
4027PaymentGrpPmtoptionalSYNOPSIS: The PaymentGrp is a repeating component used to report additional payments or bullet payments.
ELABORATION: This component is positioned outside the Instrument component as it is used to specify payments based on the price and terms of the contract, e.g. upfront fee, premium amount, security lending fee and contract-based rebates. When PaymentFrequencyUnit(43103) and PaymentFrequencyPeriod(43102) are specified the payments are deemed to be periodic for the specified PaymentType(40213).
718AdjustmentTypeAdjTyp optional SYNOPSIS: Type of adjustment to be applied. Used for Position Change Submission (PCS), Position Adjustment (PAJ), and Customer Gross Margin (CGM).
834ThresholdAmountThresholdAmt optional SYNOPSIS: Amount that a position has to be in the money before it is exercised.
2209RelatedTradeGrpReltdTrdoptionalSYNOPSIS: This component is used to identify trades that are related to each other for a business purpose, such as netting of forwards. This component should not be used in lieu of explicit FIX fields that denote specific semantic relationships, but rather should be used when no such fields exist.
ELABORATION:
58TextTxt optional SYNOPSIS: Free format text string (Note: this field does not have a specified maximum length)
354EncodedTextLenEncTxtLen optional SYNOPSIS: Byte length of encoded (non-ASCII characters) EncodedText (355) field.
355EncodedTextEncTxt optional SYNOPSIS: Encoded (non-ASCII characters) representation of the Text (58) field in the encoded format specified via the MessageEncoding (347) field. If used, the ASCII (English) representation should also be specified in the Text(58) field.
1025StandardTrailerTrlrrequiredSYNOPSIS: The standard FIX message trailer
ELABORATION: