ILLUSTRATIVE SCENARIOINC-042
STAGE 01 / 05 WATCH
Operations flags a EURUSD alert
In Broker Board, the operator reviews the quote delay, opens an incident and assigns an owner.
INCIDENT OPENED
How brokerage teams work
These sample workflows show how brokerage teams hand off tasks. Each scenario identifies where to check the data and what to pass to the next team.
02 / SHIFT WALKTHROUGH
When quotesarrive late.
Step through a sample incident. Each team handles a different part of the investigation.
Sample dataEURUSD / MT5
ILLUSTRATIVE SCENARIOINC-042
STAGE 02 / 05 CONFIG
The administrator checks the settings
In MT5 Web Administrator, the administrator checks the quote source settings against a configuration snapshot.
CONFIGURATION REVIEWED
ILLUSTRATIVE SCENARIOINC-042
STAGE 03 / 05 DESK
The manager reviews account activity
In MT5 Web Manager, the manager looks up the account from the request and reviews its trading history around the incident.
ACCOUNT HISTORY REVIEWED
ILLUSTRATIVE SCENARIOINC-042
STAGE 04 / 05 RISK
The team reviews risk and dealing rules
The risk manager reviews EURUSD exposure in Risk Manager. The dealer uses a sample request in Virtual Dealer to check which rule would apply during a quote delay.
RISK AND RULES REVIEWED
ILLUSTRATIVE SCENARIOINC-042
STAGE 05 / 05 CLIENT
The client team prepares a reply
The client team returns to the request in MT5 CRM and reports what the investigation found for the account.
REPLY PREPARED
Other workflows
A client asks about a closed trade
Support clarifies the question in MT4 CRM. The manager finds the trade in MT4 history and reports what the record shows. The client team replies with the verified details.
Exposure grows on an instrument
The risk manager checks the direction and size of the exposure against the limit. The dealer separately tests the relevant rule on a sample request. The two checks help the team decide what to do next.