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Set the FX pivot currencies

When the analytics component converts a fiat amount and the lake holds no rate between the two currencies in either direction, it crosses through a pivot currency: the first of the deployment's FX pivot currencies that both currencies reach. Until a deployment admin sets them they are USD, then EUR. This page changes them. You need to be a deployment admin.

At the dashboard

  1. Open the dashboard's settings, and under Deployment on the sidebar choose FX pivot currencies.
  2. The section shows the pivots in order, such as USD, EUR (default) where they were never set, or USD, then EUR, then GBP and who set them, when.
  3. Choose Change. The dialog, Change the FX pivot currencies, takes up to four ISO 4217 codes: First, required, and Then (2) to Then (4). Fiat currencies only, none twice.
  4. Enter Why, and choose Change.

The change is its own record, naming you and your reason. It moves the crosses found by the next job on; an answer already given keeps the legs it named. A direct rate, or one inverted, is always taken before a cross, and a crypto asset's or a stablecoin's leg is never crossed.

Through an agent

dashboard__read_fx_pivot_currencies reads the setting, and dashboard__set_fx_pivot_currencies sets it, with the pivots' cash instruments by their INS- IDs and a note. Agents may not make the change until a deployment admin loosens the act; an agent may prepare it for you to make (see Prepared changes).