Blotter (/org/[orgId]/blotter)

Purpose: all positions across the active party, plus exposure summary and FpML interchange. Who uses it: traders, risk, ops. MARS analog: this is the MARS portfolio blotter — positions, NPV, DV01, exposure header. See SWPM / MARS parity. Source: app/src/features/blotter/.

Exposure header

Top of page. Aggregates across all open swaps in the active party's netting set.

Cell	Meaning
Notional	Σ notional by currency
NPV	Σ NPV in CSA reporting ccy
Collateral (zone)	Posted vs required, signed CSB direction
Scheduler pill	ON / OFF — pings oracle health

Swap table columns

Column	Source
Family	IRS / OIS / BASIS / XCCY / CDS
Direction	Pay / Receive (red / green)
Notional + ccy	Trade payload
Tenor / Maturity	Trade dates
Coupon / Spread	Per-leg config
NPV	Live from pricing engine
Trend	Sparkline from CurveSnapshot history
Status	Proposed / Active / Disputed / Matured

Rows are clickable — opens the row drawer.

Row drawer

Shows full trade payload, lifecycle history (events), and per-period cashflows. Actions depend on role + state:

Action	Visible to	When
Accept proposal	counterparty	proposal-state, you are the counterparty
Reject proposal	counterparty	proposal-state, you are the counterparty
Withdraw proposal	proposer	proposal-state, you are the proposer
Trigger lifecycle (manual)	operator	demo only (scheduler.manualOverridesEnabled: true)
Settle (manual)	operator	demo only
Mature (manual)	operator	demo only
Export FpML	any	always — downloads FpML XML

FpML import / export

• Import — top-bar button on the workspace, accepts FpML XML, hydrates as a draft.
• Export — per-row drawer action; emits Daml-Finance-equivalent FpML XML.

See FpML Import / Export.

Filters

(Top of table — TODO if/when we add filter chips.)

Configurable via yaml

yaml key	UI effect
observables.*.enabled	Hides products from the family filter
scheduler.manualOverridesEnabled	Hides Trigger / Settle / Mature buttons
csa.valuationCcy	Currency for NPV and Collateral cells