Shell recipes
Table of Contents
- 1. General
- 2. Provisioning
- 3. Market data
- 4. ORE documents
- 5. Compute
- 6. Accounts
- 7. Tenants
- 8. Currencies
- 9. Roles
- 10. Permissions
- 11. Events
- 12. Compression
- 13. Countries
- 14. Change Reasons
- 15. Change Reason Categories
- 16. Account Contact Informations
- 17. Account Operations
- 18. Account Parties
- 19. Authorization
- 20. Bootstrap
- 21. Entity commands
- 22. Login Info
- 23. Reset
- 24. Session Operations
- 25. Session Samples
- 26. Sessions
- 27. Signup
- 28. Tenant Statuses
- 29. Tenant Types
- 30. Asset Class Codes
- 31. Book Purpose Types
- 32. Book Statuses
- 33. Books
- 34. Business Centres
- 35. Business Day Convention Types
- 36. Business Unit Types
- 37. Business Units
- 38. Calendar Dates
- 39. Calendar Events
- 40. Calendar Exceptions
- 41. Calendar Rules
- 42. Calendar Types
- 43. Calendars
- 44. Cds Conventions
- 45. Contact Types
- 46. Counterparties
- 47. Counterparty Contact Informations
- 48. Counterparty Identifiers
- 49. Crm Driver Pairs
- 50. Crm Enabled Derived Pairs
- 51. Crm Topology Configs
- 52. Currency Calendars
- 53. Currency Countries
- 54. Currency Currency Groups
- 55. Currency Groups
- 56. Currency Market Tiers
- 57. Currency Pair Classifications
- 58. Currency Pair Convention Calendars
- 59. Currency Pair Conventions
- 60. Currency Pairs
- 61. Curve Roles
- 62. Day Count Fraction Types
- 63. Deposit Conventions
- 64. Derivation Kinds
- 65. Diary Entry Types
- 66. Floating Index Types
- 67. Fra Conventions
- 68. Ibor Index Conventions
- 69. Instrument Codes
- 70. Ledger Feed Types
- 71. Leg Types
- 72. Monetary Natures
- 73. Ois Conventions
- 74. Overnight Index Conventions
- 75. Parties
- 76. Party Contact Informations
- 77. Party Counterparties
- 78. Party Countries
- 79. Party Currencies
- 80. Party Id Schemes
- 81. Party Identifiers
- 82. Party Statuses
- 83. Party Types
- 84. Payment Frequencies
- 85. Portfolios
- 86. Product Type Asset Classes
- 87. Product Types
- 88. Purpose Types
- 89. Regulatory Book Types
- 90. Rounding Types
- 91. Series Subclass Codes
- 92. Swap Conventions
- 93. Tenor Anchors
- 94. Tenor Convention Resolutions
- 95. Tenor Conventions
- 96. Tenor Kinds
- 97. Tenor Resolution Algorithms
- 98. Tenor Schedules
- 99. Tenor Units
- 100. Tenors
- 101. Zero Conventions
- 102. App Version Platforms
- 103. App Versions
- 104. Apps
- 105. Batches
- 106. Hosts
- 107. Results
- 108. Workunits
- 109. Platforms
- 110. Folders
- 111. Fx Spot Generation Configs
- 112. Gmm Components
- 113. Ir Curve Generation Config Process Parameter Values
- 114. Ir Curve Generation Configs
- 115. Ir Curve Template Entries
- 116. Market Data Generation Configs
- 117. Yield Curve Process Parameter Definitions
- 118. Yield Curve Process Types
- 119. Image Tags
- 120. Images
- 121. Tags
- 122. Pricing Engine Types
- 123. Pricing Model Configs
- 124. Pricing Model Product Parameters
- 125. Pricing Model Products
- 126. Testing
- 127. Workflow Instances
- 128. Workflow Steps
- 129. Scheduler
- 130. System Settings
- 131. Artefact Types
- 132. Badge Definitions
- 133. Catalogs
- 134. Code Domains
- 135. Data Domains
- 136. Dataset Bundle Members
- 137. Dataset Bundles
- 138. Lei Entities
- 139. Lei Relationships
- 140. Report Definitions
- 141. Workflow
- 142. Concurrency Policies
- 143. Equity Accumulator Instruments
- 144. Equity Asian Option Instruments
- 145. Equity Barrier Option Instruments
- 146. Equity Digital Option Instruments
- 147. Equity Forward Instruments
- 148. Equity Option Instruments
- 149. Equity Position Instruments
- 150. Equity Swap Instruments
- 151. Equity Variance Swap Instruments
- 152. Fx Accumulator Instruments
- 153. Fx Asian Forward Instruments
- 154. Fx Barrier Option Instruments
- 155. Fx Digital Option Instruments
- 156. Fx Forward Instruments
- 157. Fx Vanilla Option Instruments
- 158. Fx Variance Swap Instruments
- 159. Lifecycle Events
- 160. Party Role Types
- 161. Report Instances
- 162. Report Operations
- 163. Report Types
- 164. Trade Id Types
- 165. Trade Identifiers
- 166. Trade Party Roles
- 167. Badge Mappings
- 168. Coding Scheme Authority Types
- 169. Coding Schemes
- 170. Datasets
- 171. Fsm States
- 172. Fsm Transitions
- 173. Methodologies
- 174. Nature Dimensions
- 175. Origin Dimensions
- 176. Treatment Dimensions
- 177. Badge Severities
- 178. Subject Areas
- 179. Publications
- 180. Configuration
- 181. Configuration Parameters
- 182. Configuration Types
- 183. Configurations
- 184. Credit Simulation Configs
- 185. Credit Simulation Entity Configs
- 186. Credit Simulation Matrix Configs
- 187. Credit Simulation Matrix Row Configs
- 188. Report Configurations
- 189. Seed Profile Parameters
- 190. Seed Profile Steps
- 191. Seed Profiles
- 192. Credit Simulation Netting Set Configs
- 193. Ir Curve Bootstrap Configs
- 194. Ir Curve Bootstrap Pillars
- 195. Market Series
- 196. Objects
- 197. Observation Lineages
- 198. Series Classification Rules
- 199. Activity Categories
- 200. Activity Types
- 201. Amortization Types
- 202. Average Types
- 203. Balance Guaranteed Swap Instruments
- 204. Barrier Types
- 205. Bond Instruments
- 206. Callable Swap Instruments
- 207. Cap Floor Instruments
- 208. Composite Instruments
- 209. Credit Instruments
- 210. Exercise Types
- 211. Fpml Event Types
- 212. Fra Instruments
- 213. Inflation Swap Instruments
- 214. Knock Out Swap Instruments
- 215. Long Short Types
- 216. Moment Types
- 217. Option Types
- 218. Payoff Types
- 219. Price Types
- 220. Return Types
- 221. Scripted Instruments
- 222. Settlement Types
- 223. Swap Legs
- 224. Swaption Instruments
- 225. Vanilla Swap Instruments
- 226. Swap Index Conventions
- 227. Future Conventions
- 228. Fx Option Conventions
- 229. Average Ois Conventions
- 230. Tenor Basis Two Swap Conventions
- 231. Zero Inflation Index Conventions
- 232. Bma Basis Swap Conventions
- 233. Inflation Swap Conventions
- 234. Cms Spread Option Conventions
- 235. Bond Yield Conventions
- 236. Commodity Forward Conventions
- 237. Intraday Power Load Conventions
- 238. Analytic Types
- 239. Report Instance Kinds
- 240. File Types
- 241. Account Statuses
- 242. Registration Policy
- 243. Curve Sections
- 244. Lei Entity Summary
- 245. Report Definition Template
- 246. Curve Definitions
- 247. Curve Quotes
- 248. Curve Segments
- 249. Stress Test Libraries
- 250. Stress Test Scenarios
- 251. Stress Test Shifts
- 252. Todays Market Collections
- 253. Todays Market Configs
- 254. Todays Market Configuration Bindings
- 255. Todays Market Configurations
- 256. Todays Market Entries
- 257. Bond Issues
- 258. Commodity Instruments
- 259. Equity Position Option Underlyings
- 260. Commodity Basket Constituents
- 261. Report Type Configuration Types
- 262. Csa Eligible Currencies
- 263. Csas
- 264. Netting Agreements
- 265. Netting Sets
- 266. Curve Segment Types
- 267. Day Counters
- 268. Shift Types
- 269. Stress Shift Families
- 270. Portfolio Rights
- 271. Todays Market Collection Kinds
- 272. Sandbox Members
- 273. Sandboxes
- 274. Curve Bootstrap Configs
- 275. Curve Configuration Sections
- 276. Curve Configurations
- 277. Curve Segment Curves
- 278. Calendar Names
- 279. Inflation Seasonality Factors
- 280. Default Curve Configurations
- 281. Commodity Price Segments
- 282. Curve Report Configurations
- 283. Cds Volatility Terms
- 284. Curve Volatility Configs
- 285. Curve Parametric Smile Parameters
- 286. Curve Parametric Smiles
- 287. Curve Global Reports
- 288. Base Correlation Configs
- 289. Bond Future Volatility Configs
- 290. Cap Floor Volatility Configs
- 291. Cds Volatility Configs
- 292. Commodity Curve Configs
- 293. Commodity Volatility Configs
- 294. Curve Correlation Configs
- 295. Curve Security Configs
- 296. Default Curve Configs
- 297. Equity Curve Configs
- 298. Equity Volatility Configs
- 299. Fx Volatility Configs
- 300. Inflation Cap Floor Volatility Configs
- 301. Inflation Curve Configs
- 302. Intraday Power Curve Configs
- 303. Swaption Volatility Configs
- 304. Yield Curve Configs
- 305. Yield Volatility Configs
- 306. Trade Bookings
- 307. Trade States
- 308. Netting Set Identifiers
- 309. Market Fixings
- 310. Market Observations
- 311. Market Series Asset Classes
- 312. Approval Decision Types
- 313. Approval Decisions
- 314. Approval Kinds
- 315. Approval Request States
- 316. Approval Requests
- 317. Notification Arguments
- 318. Notification Channels
- 319. Notification Deliveries
- 320. Notification Kinds
- 321. Notification Preferences
- 322. Notification Recipients
- 323. Notifications
- 324. Role Grant Request Roles
- 325. Role Grant Requests
- 326. Approval Operations
- 327. Role Request Operations
- 328. Run Grants
- 329. Producer Kinds
- 330. Account Credentials
- 331. Trade Link Types
- 332. Trade Links
- 333. Workflow Plan Dependencies
- 334. Workflow Plan Steps
- 335. Structure Kinds
- 336. Structure Template Roles
- 337. Structure Templates
- 338. Structures
- 339. Counterparty Business Centres
- 340. Structure Members
- 341. Rate Instruments
- 342. Auth Event Operations
- 343. Geo Operations
- 344. Session Statistics Operations
- 345. Sub Periods Coupon Types
- 346. Approval Parts
- 347. Approval Policies
- 348. Approval Request Parts
- 349. Book Changes
- 350. Flexi Swap Instruments
- 351. Market Data Providers
- 352. Configuration Analytic Parameters
- 353. Configuration Market Bindings
- 354. Counterparty Changes
- 355. Counterparty Identifier Changes
- 356. Credit Basket Constituents
- 357. Party Counterparty Changes
- 358. Credit Default Swap Instruments
- 359. Credit Linked Swap Instruments
- 360. Index Credit Default Swap Instruments
- 361. Index Credit Default Swap Option Instruments
- 362. Risk Participation Agreement Instruments
- 363. Synthetic Cdo Instruments
- 364. Account Roles
- 365. Role Permissions
- 366. Party Roles
- 367. Asset Classes
- 368. Asset Measures
- 369. Benchmark Rates
- 370. Business Processes
- 371. Cashflow Types
- 372. Entity Classifications
- 373. Local Jurisdictions
- 374. Party Relationships
- 375. Person Roles
- 376. Regulatory Corporate Sectors
- 377. Reporting Regimes
- 378. Supervisory Bodies
- 379. Account Types
- 380. Trading Account Types
- 381. Lei Bic
- 382. Conventions
- 383. Report Trigger Types
- 384. Tenor Basis Swap Long Shorts
- 385. Tenor Basis Swap Pay Receives
- 386. Convention Kinds
- 387. Trade Generation Books
- 388. Trade Generation Configs
- 389. Trade Generation Counterparties
- 390. Report Error Scopes
- 391. Report Error Events
- 392. Range Bounds
- 393. Equity Instruments
- 394. Credit Limits
- 395. Trade Authorisation Requests
- 396. Pricing Methods
- 397. Pricing Model Engine Pairs
- 398. Pricing Models
- 399. Pricing Pair Settings
- 400. Sensitivity Templates
- 401. Ore Parameter Value Domains
- 402. Ore Parameters
- 403. Market Data Mappings
- 404. Market Data Vendor Instruments
- 405. Providers
- 406. Source Kinds
- 407. Routes
- 408. Subscriptions
- 409. Engine Settings
- 410. Engine Settings Building
- 411. Engine Settings Execution
- 412. Engine Settings Fixings
- 413. Composite Inputs
- 414. Composites
- 415. Delivery Counts
- 416. Demand Intervals
- 417. Rate Card Components
- 418. Subscription Intervals
- 419. Trade Summaries
- 420. Commodities
- 421. Market Regime
- 422. Ore Parameter Setting Value Sets
- 423. Ore Parameter Value Set Catalogues
- 424. Ore Parameter Value Set Values
- 425. Ore Parameter Value Sets
- 426. Engine Settings Group Settings
- 427. Engine Settings Groups
- 428. Convention Kind Terms
- 429. Curve Publish Operations
- 430. Hold Reasons
- 431. Curve Publishes
- 432. Equity Underlyings
- 433. Sensitivity Asset Classes
- 434. Sensitivity Methods
- 435. Structure Identifiers
- 436. Approval Kind Parts
- 437. Engine Settings Changes
- 438. Fx Spot Fixing Items
- 439. Provider Terms Operations
- 440. Legal Entities
- 441. Adapters
- 442. Suppliers
- 443. Feeds
- 444. Feed Scopes
- 445. Cut Families
- 446. Cut Gaps
- 447. Cut Kinds
- 448. Cut Resolution Rules
- 449. Cuts
- 450. Cap Floor Proxy Configs
- 451. Curve Volatility Constants
- 452. Curve Volatility Curves
- 453. Curve Volatility Delta Surfaces
- 454. Curve Volatility Kinds
- 455. Curve Volatility Moneyness Surfaces
- 456. Curve Volatility Proxy Surfaces
- 457. Curve Volatility Smile Parameters
- 458. Curve Volatility Smiles
- 459. Curve Volatility Strike Surfaces
- 460. Fx Volatility Smiles
- 461. Inflation Cap Floor Volatility Strikes
- 462. Swaption Proxy Configs
- 463. Calibration Fallbacks
- 464. Draft Reasons
- 465. Cut Approval Details
- 466. Product Family Codes
- 467. Cross Currency Fix Float Fixed Legs
- 468. Cross Currency Fix Float Float Legs
- 469. Cross Currency Fix Float Swap Terms
- 470. Cross Currency Basis Flat Legs
- 471. Cross Currency Basis Spread Legs
- 472. Cross Currency Basis Swap Terms
- 473. Commodity Future Averaging Terms
- 474. Commodity Future Contract Terms
- 475. Commodity Future Expiry Anchors
- 476. Commodity Future Off Peak Indexes
- 477. Commodity Future Option Expiries
- 478. Curve Segment Conventions
- 479. Curve Segment Cross Currency Terms
- 480. Curve Segment Discount Ratios
- 481. Curve Segment Extrapolations
- 482. Curve Segment Ibor Fallbacks
- 483. Curve Segment Pillar Rules
- 484. Curve Segment Projections
- 485. Curve Segment References
- 486. Curve Segment Tenor Basis Curves
- 487. Curve Segment Weighted Averages
- 488. Commodity Curve Bases
- 489. Commodity Curve Cross Currencies
- 490. Commodity Curve Directs
- 491. Commodity Curve Interpolations
- 492. Default Curve Benchmarks
- 493. Default Curve Cds Terms
- 494. Default Curve Market Terms
- 495. Default Curve Transition Matrices
- 496. Default Curve Yield Reinterpretations
- 497. Inflation Seasonalities
- 498. Swaption Volatility Smiles
- 499. Ore File Categories
- 500. Ore File Versions
- 501. Ore Files
- 502. Trade Generation Trade Types
- 503. Fx Vol Surface Blueprints
- 504. Fx Vol Surface Pillar Sources
- 505. Fx Vol Surface Pillars
- 506. Book Product Types
- 507. Role Product Types
- 508. Variance Calibration Input Points
- 509. Variance Calibration Inputs
- 510. Variance Calibrations
- 511. Party Product Type Deal Classes
- 512. Fx Forward Publish Points
- 513. Fx Forward Publish Spots
- 514. Fx Forward Publishes
- 515. Fx Forward Operation
Recipes related to Shell recipes. Each entry below is a single how-do-I question with executable steps. The link lists are generated from the recipes themselves by projects/ores.codegen/scripts/regenerate_shell_recipe_inventory.py, so a new recipe appears here as soon as that runs; the paragraph under each heading, and any note beside a link, are hand-written and are kept.
2. Provisioning
End-to-end and per-stage provisioning flows. Each is tangled into the
runnable script library (projects/ores.shell/scripts/library/).
- How do I bootstrap a smoke-test system?
- How do I provision a minimal Acme Corporation for development?
- How do I provision a party?
- How do I provision a second tenant with Northwind Traders?
- How do I provision a tenant?
- How do I provision the system with Acme Corporation (holding group)?
- How do I provision the system with Barclays (GLEIF)?
3. Market data
Non-interactive market data import via marketdata import, reusing
ores.marketdata.core 's import_service as-is. Each is tangled into
the runnable script library (projects/ores.shell/scripts/library/marketdata/).
- How do I import the 2016-02-05 ORE reference vintage market data? (currently broken — see recipe)
- How do I import the MarketRisk HistSimVar example market data and fixings?
- How do I import the TA002 IR Swap example market data?
- How do I view a CRM as a grid matrix from the shell?
- How do I view exotics CRM rates from the shell?
- How do I view majors CRM rates from the shell?
- How do I view scandies CRM rates from the shell?
4. ORE documents
Non-interactive ORE XML round trips through the database, via the
shell's ore menu (ore upload, ore import, ore export). Each is
tangled into the runnable script library
(projects/ores.shell/scripts/library/ore/).
5. Compute
Compute grid verbs, speaking to ores.compute over NATS. Each is
tangled into the runnable script library
(projects/ores.shell/scripts/library/compute/).
- How do I add a compute batch from the shell?
- How do I delete a compute host from the shell?
- How do I dispatch a compute batch from the shell?
- How do I download a compute job input from the shell?
- How do I download a compute result output from the shell?
- How do I list compute app versions from the shell?
- How do I list compute apps from the shell?
- How do I list compute batches from the shell?
- How do I list compute hosts from the shell?
- How do I list compute platforms from the shell?
- How do I list compute results from the shell?
- How do I list compute workunits from the shell?
- How do I smoke test the compute grid from the shell?
- How do I view compute grid stats from the shell?
6. Accounts
8. Currencies
10. Permissions
11. Events
13. Countries
14. Change Reasons
15. Change Reason Categories
16. Account Contact Informations
17. Account Operations
18. Account Parties
19. Authorization
20. Bootstrap
21. Entity commands
22. Login Info
24. Session Operations
25. Session Samples
26. Sessions
28. Tenant Statuses
29. Tenant Types
30. Asset Class Codes
31. Book Purpose Types
32. Book Statuses
34. Business Centres
35. Business Day Convention Types
36. Business Unit Types
37. Business Units
38. Calendar Dates
39. Calendar Events
40. Calendar Exceptions
41. Calendar Rules
42. Calendar Types
43. Calendars
44. Cds Conventions
45. Contact Types
46. Counterparties
47. Counterparty Contact Informations
48. Counterparty Identifiers
49. Crm Driver Pairs
50. Crm Enabled Derived Pairs
51. Crm Topology Configs
52. Currency Calendars
53. Currency Countries
54. Currency Currency Groups
55. Currency Groups
56. Currency Market Tiers
57. Currency Pair Classifications
58. Currency Pair Convention Calendars
59. Currency Pair Conventions
60. Currency Pairs
61. Curve Roles
62. Day Count Fraction Types
63. Deposit Conventions
64. Derivation Kinds
65. Diary Entry Types
66. Floating Index Types
67. Fra Conventions
68. Ibor Index Conventions
69. Instrument Codes
70. Ledger Feed Types
71. Leg Types
72. Monetary Natures
73. Ois Conventions
74. Overnight Index Conventions
76. Party Contact Informations
77. Party Counterparties
78. Party Countries
79. Party Currencies
80. Party Id Schemes
81. Party Identifiers
82. Party Statuses
83. Party Types
84. Payment Frequencies
85. Portfolios
86. Product Type Asset Classes
87. Product Types
88. Purpose Types
89. Regulatory Book Types
90. Rounding Types
91. Series Subclass Codes
92. Swap Conventions
93. Tenor Anchors
94. Tenor Convention Resolutions
95. Tenor Conventions
96. Tenor Kinds
97. Tenor Resolution Algorithms
98. Tenor Schedules
99. Tenor Units
100. Tenors
101. Zero Conventions
102. App Version Platforms
103. App Versions
105. Batches
107. Results
108. Workunits
109. Platforms
110. Folders
111. Fx Spot Generation Configs
112. Gmm Components
113. Ir Curve Generation Config Process Parameter Values
114. Ir Curve Generation Configs
115. Ir Curve Template Entries
116. Market Data Generation Configs
117. Yield Curve Process Parameter Definitions
118. Yield Curve Process Types
119. Image Tags
120. Images
122. Pricing Engine Types
123. Pricing Model Configs
124. Pricing Model Product Parameters
125. Pricing Model Products
126. Testing
127. Workflow Instances
128. Workflow Steps
129. Scheduler
130. System Settings
131. Artefact Types
132. Badge Definitions
133. Catalogs
134. Code Domains
135. Data Domains
136. Dataset Bundle Members
137. Dataset Bundles
138. Lei Entities
139. Lei Relationships
140. Report Definitions
141. Workflow
- How do I run a workflow that compensates?
- How do I run a workflow that fails?
- How do I run a workflow to completion?
- How do I run a workflow where a step reports warnings?
- How do I run a workflow with many steps?
- How do I run the workflow commands from the shell?
- How do I watch a workflow that takes its time?