Customer Activity Monitor (CAM)
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Access
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Release Date
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Description
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| IB Customer Activity Monitor (CAM) | Rel: September 2006 | The IB Customer Activity Monitor (CAM) helps professional advisors and brokers quickly find and view all client activity. |
| Quick Glance | |
| The IB Customer Activity Monitor (CAM) helps professional advisors and brokers quickly find and view all client activities, including the complete order history and its routing sequence. Our robust user interface displays: | |
| For specific information on using the Customer Activity Monitor see our Users' Guide. | |
- IB CAM communicates directly with the IB order routing system which ensures real-time data results for order and execution queries.
- Flexible search filters let you narrow your queries to include specific criteria.
- View search results in ascending or descending order by date, underlying, price etc.
- Track up to five days' order history, from order initiation to order execution, including modified, cancelled and rejected orders.

- The CAM lets you export a query to any spreadsheet application.

Find account information for any of your clients, including:
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Use the online version of the CAM User Guide to take advantage of the index and other navigational features, and to print individual topics. Use the Adobe PDF printable version to print the entire guide.
The enhancements and modifications below are in CAM version 2005.06.15 To identify the build number, on the Help menu select About. For clarification on any of the items listed, refer to the CAM User's Guide.
The processing speed for CAM XML queries has been radically improved to complete much more quickly. You can now perform indexed XML queries on IB Order ID, Customer Order ID, Exchange ID, Execution ID, Order Reference, Symbol and Generic Text (this is the equivalent of the old "grep," but completes much more quickly).
The Track Order feature has been split from the Search Audit page and given its own tab to allow more space for displaying data on the Search Audit page.
The output for all XML queries, including both raw XML and processed HTML, is written to a file in your temp directory along with being displayed on the screen.
Indexed queries on IB order ID bring up the audit trail of the queried order. All queries except for Generic Text rapidly display the initial customer submit record which allows Track Order or Audit Trail extractions via the order ID hyperlink.
External customers can now bring up customer call frames by account as well as by customer user name. In addition, when you call a pooled account by account ID, you no longer need to choose a user name that trades the account because the call frames know why they were run. If you run one by account, the queries are done against that account, allowing an Ibroker to see trades he placed into a subaccount over which he has trading discretion. Currently this feature is only activated for XML queries by account, not for open order/execution queries.
When you double-click a subaccount in the Account Summary panel, it invokes a customer call frame that will query on that subaccount.
- The Customer Order ID is displayed as a new text column on the
main page of XML extractions. In addition, order memo and customer
order ID will appear in XML drilldown where appropriate.
- The default CCP audit trail extraction type for TWS accounts
is IB Order ID. For CTCI accounts, it is Customer Order ID.
- Pending ack XML messages (PACK) are now displayed.
- A new XML record type called "Orders" has been added.
This returns all customer Submit, Modify, Cancel and Reject messages
that pass the specified extraction type filter.
- When querying for submits or orders, only the inbound submit from the customer is returned. "ACK" submits can then be seen on a particular order by doing a track order or audit trail extraction via the Order ID hyperlink.
- The tab order in the main frame toolbar has been fixed.
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