Course Description

This eLearning module will introduce users to Calypso’s foundational capability groups such as Reference and Static Data Management, their configuration, and their role in the Calypso implementation.

The reference data management capability group includes the management of the following capabilities:

  • Currency and Currency Pairs
  • Product definitions (Bond, Futures, Equity, and Future Options)
  • Interest Rate, FX, Credit, Commodity, Equity, and Inflation Indexes definition
  • Countries and Timezone
  • Holiday Calendars and Ratings

The static data management capability group comprises the management of the following capabilities:

  • Entity (financial and non-financial)
  • Contacts
  • Legal Agreements
  • Operational Agreements
  • Trading Books
  • Accounts
  • Settlement Instructions
  • Fees Management


Note: This is an introductory course to reference and static data management and hence all the capabilities are briefly covered in this course. To know more about a specific capability within each group, we recommend you explore the respective eLearning module in the Calypso Core Courses and Post Trade Processing bundles available.

Course curriculum

  • 1

    Reference & Static Data Management - Introduction

    • Reference & Static data