Course Description

This section describes the current product / scope coverage of Calypso Standard Reference Model's (CSRM)  and reviews how to get started on it to book and process trades. It is intended to be used by Calypso employees beginning to work on CSRM. The objective is to provide a quick overview of how to get set-up and use the CSRM database to book and process trades and, in the event of implemenation (PS), what the protocol on initial retrieval of the database should be.

Please note that the focus is on the minimal process to be followed and functional configuration to book trades. 

Through the course of this section the below will be covered:


  • What CSRM Covers (scope)
  • The process PS implementation group should follow to use CSRM for Implementation
  • How to access CSRM
  • How to install CSRM
  • The required servers to run
  • How to login the CSRM environment
  • How to create own user
  • How to define users defaults and assign Pricing Environments
  • How to review the available configurations for users
  • How to configure Navigator to your purpose
  • How to determine the relevant Legal Entities
  • How to create your books
  • How to load market data


For more information on Calypso Standard Reference Model's  and Configuration Details refer to:

Full Documentation of Bank-in-a-Box


Calypso Learning Services

Course curriculum

  • 1

    Current Coverage Oct 2016

    • Current Coverage

  • 2

    PS Implementation Protocol

    • PS Process Standard Practice Review

  • 3

    Getting Started

    • Accessing & Installing CSRM

    • Highlight of Available User Logins & Logging In

    • Creating Your Own User

    • User Defaults & Navigator

    • Legal Entities/Books & Market Data

    • Entering Trades

  • 4

    CSRM Middle Office Operating Manuals

    • CSRM Risk & PL Report Configuration Manual

    • CSRM CWS Configuration Manual

    • CSRM On Demand Manual

    • CSRM Official PL Manual

    • CSRM Official PL Use Case & Troubleshooting

    • Risk Report Configurations in CSRM

Reviews

0 star rating

BIAB

Sapna Sharma

well explained

well explained

Read Less