CONTROLLERVIEW USER TRAINING
This instructor-led course delivers a comprehensive summary of the platform’s operational procedures for the configuration, execution and the results analysis of any regulatory product, use of proprietary ControllerView objects. Starting with a top-down approach, this course encompasses essential business functionalities.
Participants learn the process flow for a regulatory product and gain the ability to execute general business-as-usual activities specific to their reporting process.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
Course date
20 - 21 July, 2023
Course location
Virtual Classroom
Course fee
USD 2,000
Course level
IT Ops/ Support/ System Admin
Prerequisites:
Getting Started
Topics Include
Module 1: Introduction
►
User Process Overview
►
Regulatory Filing Cycle
►
Product Types
►
Implementation Types
Module 2: ControllerView Workflow
►
Automation in ControllerView
►
Understanding Workflows
►
Workflows Execution & Parameters
►
Input & Resulting Files
Module 3: Viewing Reporting Data
►
Report Types
►
Viewing Report Data
►
Report Data Analysis & Drill Down
►
Topside Adjustments
►
Resolving Validation Errors
►
Sign-off in the Report Viewer
Module 4: Aggregation
►
Aggregation Overview
►
Viewing Aggregation Results
►
Aggregation Data Slicing
►
Aggregation Charts
►
Comparing Aggregation Instances
►
Data Flow & Custom Drilldown
Module 5: Portfolio
►
Portfolio Overview
►
Understanding Portfolio Structure
►
Viewing & Understanding Portfolio Results
►
Searching Portfolio Results
Module 6:Business Rules in ControllerView
►
Shorthands Overview
►
Validating Shorthands
Module 7: Working with Source Data
►
Data Source & Data Model Overview
►
Viewing Data Models
►
Filtering Data
►
Adjusting Source Data
►
Adjustment History
►
Adjustments Management
►
Loading an Adjustments File
Module 8: Sign-Off Dashboard
►
Sign-off in ControllerView
►
Sign-off Dashboard Overview
►
Approving or Rejecting a Data Set
►
Clearing Sign-off
Module 9: Common Functionality
►
Exporting and Copying Data
►
Favorites
►
Favorites Dashboard
“Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.”
“What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to the Learning Services team for this opportunity and teaching me a lot of important things for my work routine.”
“The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in Calypso. The quiz at the end of each day, was helpful to test our skills ‘’