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Help center › System and administration

Firm settings

The thresholds that decide when a person must approve, AI use and retention, surveillance parameters and rule sign-off.

At a glance

Where
System › Firm settings (/app/settings)
Who
Admins (manage settings). Roles and permissions

Try it in the demo A private sandbox firm, no sign-up. Simulated data only.

Firm settings
Thresholds, AI, retention, surveillance parameters and rule sign-off.
SettingWhat it does
Firm nameShown in the app and on sign-in.
Approval above order value ($)Orders above this value need an approver (the default workflow rule).
Approval above % of an accountOrders whose part in one account is above this percent need an approver.
AI assistanceOn, or Off (everything deterministic): explanations fall back to standard text, requests to the built-in parser.
Keep AI interaction records1, 3, 6, 7 or 10 years.
Wash-trade window (days)For the wash-trade detector.
Spoofing: cancelled within (minutes), order value at least ($)For the spoofing detector.
Order counts as stuck after (minutes)For order health and stuck alerts.
Compliance approves overrides above ($)A soft warning on a larger order needs a second person in Compliance after the written reason.
Rule sign-offFour eyes (the author cannot approve their own rule), or Single Compliance user may approve their own rules for small firms (each such sign-off is marked in the register).

Save settings. Every change is in the event log. API limits (token lifetimes, requests a minute) are on API clients and webhooks.

  • Workflow rules Conditions and actions that decide approvals, queues, assignment, priority and SLAs; drafted in a sentence or a form, replayed on a test bench, signed off by an Admin (and Compliance when weaker).
  • Overrides of soft warnings A soft warning holds the order until someone writes a reason; above the firm's threshold, Compliance decides (four eyes).
  • Orders and the order list The life cycle of a (simulated) order, from proposed to filled, and the order list and order page where you act on it.
  • Surveillance alerts Deterministic detectors for wash trades, spoofing patterns and restricted-list hits, plus cross-component alerts; review, narrate and close them.
  • How the AI is used, and its guardrails The AI connects, accelerates and explains; deterministic rules decide. What it does, what it never does, and how every call is recorded.
  • API clients and webhooks Service accounts and apps that call the API with OAuth 2.0, firm limits, legacy keys, and signed webhooks to your HTTPS endpoint.

Do it with the API

Every action on this screen can also be done by your own systems, under the same permissions. See Authentication to get a token.

Paper trading only: orders and fills in Vestoris are simulated. Nothing here is investment advice.