Users can now schedule automated jobs to create deal collections based on custom business rules and filters — no manual grouping needed.

How It Works:

• 📝 Define Rules: Specify custom filters (e.g. group per counterparty, product type, date range etc.) as job inputs

• 📅 Schedule Jobs: Automate execution whatever time you want or based on market events

• 📦 Output: Dynamic, up-to-date deal collections appear in the Portfolio module

• 🔍 Traceable: Each execution is logged and versioned for transparency

✅ Ideal for risk segmentation, reporting or PnL grouping — hands-free and always current.

📌 Find it in:Job Manager → Create Job → Job Type → Deal Collection Creation