129 docs tagged with "extension"

Enabling Fusion AI for a tenant, the settings and policies that control it, using the Fusion chat in your own extensions, and publishing library playbooks

Fusion AI agents replay a set of questions on demand, on a schedule or when an automation fires

The example aggregations you can start from, and the stages each one shows

Where the Aggregator saves aggregations, reports, templates and emails, what the extension contains, and troubleshooting

An insight report in the Alerts extension that shows who raised, commented on, handed over and closed your alerts, and when, with response times

Find, read, raise, comment on, hand over and close alerts from ODSL scripts with the alert service

Find, read, raise, comment on, hand over and close alerts from Python with the odsl package

List, read, raise, change, comment on and close alerts with the alert REST service

The built-in Fusion AI assistants, and creating custom assistants with your own prompt, model and effort level

What the Targets tab shows about each automation target, and how targets decide which automations you can create

Where automations and their runs are kept, ownership, test runs, the automation log fields, what the extension installs, and troubleshooting

How Fusion AI tokens are billed, the Fusion AI Billing insight, and setting a monthly budget, limit and notifications

Find a script in the folder tree, create one, edit it with ODSL intellisense and syntax checking, change its details and save it with a reason

Use the Build an extension playbook to plan, write and save a complete extension from a description of its tabs, with an approval before anything is saved

A step by step walk-through that builds an aggregation of the day's dataset deliveries, runs it and saves it

When the platform builds and stores smart curves, and building one or several smart curves for a range of ondates, for example the history of a new curve

Store a composition for a range of ondates, publish a column as a composed curve, link compositions, and build them automatically when their data changes

Add, replace or remove validation checks on many curves or timeseries at once

The functions in the validation library, with what they check and their parameters

Validation configurations - checks, scopes, severity and settings

A step by step walk-through that turns a saved aggregation into a report stored for each date and shown in the house style

A walk-through, from a library example to a saved clean spark spread curve built for the past month of ondates

A walk-through creating an automation for a forward curve, from choosing the item to filling in the settings

Trace every scheduled run from its crontab entry, through the scheduler's fire log, to the run itself, and find missed, failed and misconfigured schedules

Connect Fusion AI to your own systems, databases and APIs with custom tools written as ODSL or JavaScript functions

Follow the reconciliation results on the dashboard, list the trades behind each result and investigate breaks with the Data Analysis insight

The validation dashboard, open issues, records and their timeline, overrides and reports

Stop a script, one of its functions or one of its regions at a breakpoint, step through it line by line, and see its variables, with conditional breakpoints, log points, watches and a debug console

Send each scheduled export by email, to a queue, a webhook or any automation target, transformed into CSV, JSON, XML, HTML and other formats

See every deployment from your environment, what it changed in production, its log and the platform's audit records

Drag actions, gateways, sub-workflows and end events onto the canvas, connect their exits, set their inputs and group them into phases

Describe a composition in your own words and let Fusion AI find the data and design it, or ask it to change one

How the Calendar Manager checks plain English rules against the grammar as you type, suggests what comes next, writes rules with the rule builder, and saves calendars with their history

The example notebooks, copying one to your own notebooks, and publishing examples for everyone on the platform

A worked example that validates a gas forward curve, from setting up its checks to sending on only the curves that pass

A simple example extension built from the platform HTML components

A worked example that builds the clean spark spread of a gas-fired plant, from a library template and by hand

Where the Export extension keeps schedules and reports, the schedule input, the report data, the output templates, the extension contents and troubleshooting

Export timeseries, curves, events and master data from a group, a search or a list of ids as CSV, TSV, Excel, JSON, JSON Lines, XML or HTML, with filters on curve tenors and event fields

An extension variable is the definition of an ODSL platform extension.

The extension service in the ODSL language

REST API for the extension service

The OpenDataDSL extensions, what each one does, and where to find its guide

How to create, edit and test financial (FX and money market) expiry calendars in the Calendar Manager, with spot, the short tenors, weeks, months and years on three calendars

Search the automations of your company, switch them on and off, change their settings, test them and delete them

The list of smart curves and smart timeseries, its filters, updating the classification of several at once, building several, and the Smart Data tab on a master data record

Create your first composition from a library template, run it, change it and save it

Set up, test and run the checks of a timeseries, and look at the results

What a scheduled export does when an item has no data for its export date, and how it waits for late data

What an extension is made of, where it appears in the portal, and the ways to build one, including with a Fusion AI playbook

Trades as events, reconciliation models, matchers, rules and rule functions, and what matched, partial and unmatched mean

The data, calculations, automations and scripts behind the Simple Portfolio extension, with ODSL examples

The parts of a smart curve or smart timeseries, the base, inputs and their ondate options, the expression and its functions, scripts, conversion and building

Services and sources, pipeline stages, date placeholders, how values are read, and what the Aggregator saves

The insight reports of the Alerts extension, starting with the Alert Audit Report

The calendar insight reports on the Insights tab of the Calendar Manager

The Fusion AI insights for agent logs, feedback, playbook runs and token usage

The Trade Report and Open Trade Positions insights of the Simple Portfolio extension

Adding insight reports to an extension, and the feature and data policies that decide who sees it and what it can do

How to create, edit and test intraday calendars in the Calendar Manager, with their interval, time zone, the hours they keep and their holiday calendar

The OpenDataDSL composition templates in the Composer library

The Calendars tab of the Calendar Manager, and how to open, create, copy and delete calendars

Check how your automations are running with the Overview and Activity tabs and the automation insight reports

How to create, edit and test monthly (and quarterly, half-yearly and yearly), weekly and offset daily calendars in the Calendar Manager

How a notebook is saved as a script, what is kept in your browser, the notebook kernel service, the extension's contents and troubleshooting

Get an email or Teams message, or run anything else, when an alert is raised, closed, handed over, changes priority or gets a comment

The composition format, ids, column types and the REST calls behind Composer

Test a reconciliation model for a trade date, save the result, resolve breaks with manual mapping and review the mappings

Alert fields, timeline entries, ids, who can do what, and what the Alerts extension installs

The platform functions behind the Calendar Manager, how calendars are stored, the extension's contents and troubleshooting

The reconciliation model, mapping and result formats, and the services behind the Data Reconciliation extension

Installing the Promotion extension, permissions, how each kind of item is written, and the format of the deployment records

Validation records, automations, the quality status, and the REST API behind the Validation extension

Keyboard shortcuts, the checks the Workflow Manager makes, and how the diagram maps to the workflow code

Compare the basket with production, choose what to do with items production already has, add what they depend on, and push

How an alert raised by a failed data load becomes the root cause, and how late data, failed curves and failed exports caused by it are recorded on it instead of raising alerts of their own

Every kind of plain English holiday rule and expiry or delivery rule the platform understands, with examples, and the grammars behind them

Copy an aggregation as ODSL, curl, Python or JavaScript, so scripts, notebooks and other systems can run it

Run code cells in the notebook kernel, see values as tables and charts, stop and restart the kernel, look at its variables and understand replay mode

Run trade reconciliation models on a schedule or when a new exchange, broker or bank file is loaded

Run a script, one of its functions or one of its regions from the editor, read the result and the log, pass an input, and see every run in the script log

Create a process from a workflow, give it its input, schedule it on a cron with a holiday calendar, run it now and follow its runs phase by phase

Saving an extension to your tenant, installing it in another environment, publishing it to the public catalogue, upgrading and uninstalling

Run an Aggregator report on a schedule and email each stored date with the platform's email automation

The Schedules tab of the Automations extension, every cron schedule in one list with when it runs next and how it ran, and how to add, change and remove schedules

Run a script on a cron with a process, pass it an input, run it now, check its runs and change or delete the schedule

Run an export on the platform at set times, storing a report for each export date

Permissions, where scripts and their runs are kept, the REST functions to run and check a script, the debug service, and what the Script Manager extension contains

Use functions from an ODSL script in the expression, and edit, run and debug the script in the Script tab, with the arguments filled in from the smart curve

Choose the items to promote from your environment, by kind, and see which ones the target already has

Build a reconciliation model that compares ETRM trades with an exchange trade file, broker confirmations and a clearing statement

How smart curves and smart timeseries are stored, the platform calls the extension makes, permissions, what the extension contains, and troubleshooting

Have Fusion AI design a smart curve or timeseries from a description, adapt a library example, change one, fix a failed preview or write a script function

Create a new workflow from a blank diagram or from one of the sample workflows, with a preview of each before you choose

Chat with Fusion AI in the Studio: conversations, choosing an assistant, tool activity, feedback, and saving a conversation as an agent

Use library templates, copy them, and create your own composition templates with inputs

The Test panel of the Calendar Manager, for holiday calendars and expiry calendars, including the step by step trace of a contract and the changes against the saved calendar

The general actions the Workflow Manager installs in your private actions, with their inputs, outputs and exits, and how to use them in a workflow

See an Aggregator report's aggregation, schedule, email and stored dates from the Reports screen, and open the workspace to change them

Filters, figures, the list of alerts and the details of one alert, including the dataset delivery behind a dataset alert

The extension object, its views and resources, and the create-extension.odsl script that creates them

The ODSL a workflow diagram is written as, how changes to the code are shown in the diagram, and checking the syntax

Columns, expressions, worksheet properties, conversion and display settings of a composition

Editing a smart curve or smart timeseries beside a live preview, the expression intellisense, the chart and grid, the saved view, saving, Save as and the More menu

Put production back as it was before a deployment, for the whole deployment or one item, without losing changes made since

Create portfolios, add instruments and trades, and follow profit and loss and open positions in the Simple Portfolio view

Compare any two versions of a script, restore or roll back a version, delete a script, see where it is used and who created and changed it, when and why

Compare any two versions of a smart curve or timeseries, restore an earlier one, roll back or delete it, and see who changed it and its script, when and what

An introduction to the Notebooks extension, ODSL notebooks with text and code cells that run one at a time in a kernel that keeps your variables

An introduction to Composer, the extension for building analytic worksheets of curves and timeseries

An introduction to the Data Reconciliation extension, which compares the trades in your ETRM system with the records of exchanges, brokers and clearing banks

An introduction to Fusion AI, the OpenDataDSL AI assistant, and the Fusion AI extension in the portal

An introduction to the Promotion extension, which moves the items you build and test in another data environment into production, and can undo it

An introduction to the Simple Portfolio extension, which keeps an up-to-date profit and loss for portfolios of traded instruments

An introduction to the Smart Data extension, one screen to create, preview, build and track the smart curves and smart timeseries of your company

An introduction to the Aggregator extension, which summarises the data in any platform service and turns the summary into a scheduled, emailed report

An introduction to alerts and the Alerts extension, one place for your team to see and work on the alerts about your data

An introduction to the Automations extension, one place to see, check, change, test and create all the automations of your company

An introduction to the Calendar Manager extension, one screen to create, edit and test the holiday and expiry calendars of your company

An introduction to the Export extension, which exports timeseries, curves, events and master data in the format other systems need, on demand or on a schedule

An introduction to the Script Manager extension, one screen to browse, edit, run, debug, schedule and track the scripts and templates of your company

An introduction to the Workflow Manager extension, which lets you design workflows as a diagram and run them as scheduled processes

An introduction to the Validation extension, which checks curves and timeseries and keeps a record of every result

Raise, comment on, hand over, change the priority of, close and reopen alerts in the portal, and what you can do on shared alerts

Find, create and edit notebooks, write code and markdown cells, use the keyboard shortcuts, and save, copy, rename and delete notebooks

Create and edit the actions workflows use in an ODSL editor, run them with an input, debug them with breakpoints and see which workflows use them

How an extension page is put together, the shared partials, the data API, the house style, and the Mustache rules to follow

Ask Fusion AI to write, change, explain or fix a script from the editor, review its change side by side and apply it to the editor

Write check functions in ODSL in a private script and use them in validation