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3 Design Essentials for Exception Processing

Uncluttered: When there are exceptions, make it nigh on impossible to overlook them. The picture below illustrates my own personal view of how to do this. If you are showing what needs attention, suppress, shade out or put elsewhere all the information about things that do not need attention. The picture on the left is […]

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What do you think? Who should deal with standing instructions?

Slightly different format this week. What do you think? Last week, I was asked about SSI’s in the FX business. Who should do what? Understandable issue as an account may not initially trade FX or might do certain currencies later. I tried to make a general theory for this. Feedback on the following is very […]

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