[This message was posted by Scott Atwell of American Century Investments 
<[email protected]> to the "General Q/A" discussion forum at 
http://fixprotocol.org/discuss/22. You can reply to it on-line at 
http://fixprotocol.org/discuss/read/55b7d654 - PLEASE DO NOT REPLY BY MAIL.]

My recollection from the discussions re: Riskless Principal way back when 
(likely 5+ years ago) was that LastCapacity should be "Principal" (note that 
"or cross as principal" is not differentiated from "Principal" in your example, 
either).  I believe the view was ultimately you are either acting as principal 
(non-agency) for these.  Note also, that OrderCapacity replaced the field named 
Rule80A in older versions of the spec.

> (It was Scott and not Ryan providing the previous answer)
> 
> OrderCapacity is normally an input value of NewOrderSingle which is then
> echoed back on the ExecutionReport. In your case, do you allow a value
> in LastCapacity to be different from OrderCapacity? Or is the broker
> only allowed to use different capacities if the incoming order does not
> define any OrderCapacity?
> 
> Thanks, Hanno.
> 
> > Ryan,
> >
> > The OrderCapacity cannot be used in the case where an order has
> > multiple fills in different capacities. This can happen when a block
> > is sent from Buy side Trader to Sell Side Trader and trader creates
> > different slices and executes them in different capacities.
> >
> > i.e.BuySide SellSide Order Block - Buy 10,000 m...@mkt Order Block -
> >     Buy 10,000 m...@mkt Order Slice1 - Buy 1200 MSFT Fill11 1...@20 -
> >     Agent(LastCapacity is Agent) Order Slice2 - Buy 1800 MSFT Fill21
> >     1...@20 - Cross with another client order(LastCapacity=Cross as
> >     Agent) Order Slice3 - Buy 5000 MSFT Fill31 5...@19 -
> >     Principal(LastCapacity=Principal or cross as principal) Order
> >     Slice4
> >     - Buy 2000 MSFT Fill41 2...@20 - RisklessPrincipal(LastCapacity=?)
> >
> > When each fill is reported back on the block to buy side what should
> > be lastCapacity value on the RisklessPrincipal fill?
> >
> > Thanks, Manisha
> >
> > > Use OrderCapacity (528) value R - Riskless Principal
> > >
> > > > Currently there is no riskless principal value in the LastCapacity
> > > > Tag (Tag 29). While riskless principal is a value in OrderCapacity
> > > > (Tag
> > > > 528), would FIX consider adding a Riskless Principal value to the
> > > >     LastCapacity Tag? This would make sense since riskless
> > > >     principal describes an execution capacity e.g., it describes
> > > >     the manner in which the order was filled.
> > > >
> > > > Regards, Manisha
> > > >
> > > > ______________________
> > > > Manisha Kimmel Executive Director Financial Information Forum
> > > > [email protected] Direct: +1 312 953 9228


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