Calypso Learning Services

Settlement and Delivery Instructions (SDIs) are essential for guiding transfers between processing organizations and counterparties in financial transactions. This module explains the seven-step process to configure SDIs in Calypso, highlighting settlement relationships and the role of agents. It also emphasizes the importance of SWIFT codes for secure and efficient transfers, along with a simulation feature to validate configurations.

The Calypso Transfers course provides an overview of how transfers are generated and used within Calypso to support cross-asset, front-to-back trading and risk management activities.