Course curriculum

    1. Financial Risk Limits and Role of Middle Office

    2. Different Types of Limits

    3. Calypso Limit Functionaliies

    4. Calypso Compliance Features

    5. Limits & Compliance

    1. Compliance : Installation and Architecture

    2. Test Your Knowledge

    1. Compliance: Configuration

    2. Compliance : Rules and Rule Groups

    3. Rule Group

    4. Restrict Rule

    5. Max Rule

    6. Compliance : Column Formula

    7. Compliance : Analyses

    8. Test Your Knowledge

    1. Tabs, Build Dashboard and Violation Visualisation

    2. Visualizing Violations

    3. Columns and GRID configuration, Select Rules with advanced filter

    4. Rule Configuration ,Importing and Exporting via ST and UI,Audit and Pre-trade

    5. Pre-Deal Check

    6. On-demand,Admin and Analysis columns

    7. On Demand

    8. EOD_Batch

    9. Resource

    10. Test Your Knowledge

    1. Credit Exposure Analysis

    2. Rules Setup for Credit Exposure

    3. Rule examples

    1. Reports and Violation Monitoring

    2. Compliance Analyzer

    3. Trade Breach Monitoring, Alerts, Workflow ,Archiving, Importing and Exporting Configuration

    4. Test Your Knowledge

About this course

  • Free
  • 35 lessons
  • 0.5 hours of video content