Back Office

The objective of this course is to provide participants with an in-depth understanding of Calypso's Back Office components and how they can be configured to meet the needs of various business users. Using a couple of Financial Instruments partici...

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Course curriculum

1. BackOffice_CourseOverview
1. Overview
2. Back Office Overview
1. BO Design & Architecture
2. Core Architecture
1. Access Permissions
2. Static and Reference data
3. Static Data
4. Reference Data
5. Configuring Users
6. Creating Groups
7. Group Access
8. Trading Book Access
9. Workflow Access
10. Test Your Knowledge
1. Components of Trade
2. Components of a Trade
1. Generation and Breakdown of Transfers
2. Generation and Breakdown of Messages
3. Generating Trade Related Transfers
4. Generating Trade & Transfer Related Messages
5. Generation and Breakdown of Postings
1. Workflow Overview of Process & General Principles
2. Configuring Workflows
3. Task, STP and Rules
4. Workflow and Four Eye Principle
5. Four Eye Principle
6. BiaB Tradeworkflow
7. Introduction to BiaB and Automated Process Walkthrough
8. Manual Process Walkthrough
1. Overview
2. Task Station v14+
3. Introduction to Task Station
1. Back Office Reports
1. EOD Batch Processing
1. Back Office Treasury
2. Treasury Management
3. Management of Positions
4. Position Management

About this course

Free
39 lessons
3.5 hours of video content

Back Office

Course curriculum

Course Overview

Back Office Overview

Design and Architecture

Access, Static Data and Reference Data

Components of a Trade

Generation & Breakdown of Components

Workflow - Lifecycle of Components

Monitoring and Managing

Reporting

Batch Processing

Positions & Inventory

About this course