Back Office-Old Version

Interested in this course? Email us at [email protected]

Course Description

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 participants will learn the main Back Office components (transfers and messages), review their generation process, dependencies, and implications through the system as the components move through their lifecycle using Workflows. The course will address the calypso monitoring and management tools (such as the Task Station, Audit Report, Authorization Report, Component Reports – Transfer/Message/Posting - as well as Inventory and Liquidation reports).

The course includes studying the foundational Back Office data that is required to be in place, i.e., setting up: relevant Access Permissions, Reference and Static data (such as Legal Entities, Contacts, and Settlement & Delivery Instructions), Message Configurations, Workflows and configurations for Task Station.

This course is designed for Calypso users working in the Back Office, business analysts or partners who want to understand how to set up the various Back Office components.

Relevant to Back Office functionality, this course will cover the Calypso v15 and prior architecture and design. Additional information on Back Office, including updated information for v15+ may be found in the E-learning short course library.

For Information on purchasing the manual please email [email protected]

Calypso Learning Services

Course curriculum

1. Back Office_Course Overview.pdf
1. Back Office_Back Office Overview.pdf
2. Back Office Overview
1. Back Office_Design & Architecture.pdf
2. Architecture
1. Back Office_Access Permissions.pdf
2. Access Permissions
3. Creating Groups
4. Configuring Users
5. Group Access
6. Trading Book Access
7. Workflow Access
8. Back Office_Static and Reference Data.pdf
9. Static Data
10. Some Reference Data
1. Back Office_Components of a Trade.pdf
2. Components of a Trade
1. Back Office_Genearation and Breakdown of Transfers.pdf
2. Generating Trade Related Transfers
3. Back Office_Genearation and Breakdown of Messages.pdf
4. Generating Trade & Transfer Related Messages
5. Back Office_Genearation and Breakdown of Postings.pdf
6. Generating Trade & Transfer Related Accounting
1. Back Office_Overview of Process & General Principles of Workflow.pdf
2. General Principles of Workflow
3. Back Office_Workflow Configuration.pdf
4. Workflow Configuration
5. Back Office_Focus on Some Configuration Concepts.pdf
6. Task, STP and Rules
7. Back Office_Workflow and Four Eye Principle.pdf
8. Four Eye Principle
9. Back Office_Transfer and Message Workflow.pdf
1. Back Office_Review and Overview.pdf
2. Back Office_Configuring Task Station.pdf
3. Introduction to Task Station
4. Overview of Task Station Configuration
5. Task Station Filtering Possibilities
6. Back Office_Colors and Priorities.pdf
7. Back Office_Defined Configuration for Users.pdf
8. Back Office_User Scenarios_1.pdf
9. User Senarios_TA and Middle Office
10. Back Office_User Scenarios_2.pdf
11. Task Station and Four Eye Process_Diff User
12. Task Station and Four Eye Process_Manual Auth
13. Back Office_Authorization & Audit.pdf
14. Authorization Process
15. Authorization and Auditing
1. Back Office_General Reports.pdf
2. Back Office_Specific Component Reports.pdf
3. Back Office_Treasury.pdf
4. Treasury Management
5. Back Office_Management of Positions 1.pdf
6. Back Office_Management of Positions 2.pdf
7. Position Managment
8. Back Office_EOD Batch Processing.pdf

About this course

$500.00
55 lessons
3 hours of video content

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