Global Shareholding Disclosure (User Training)
This two half-day course covers AxiomSL’s Global Shareholding Disclosure (GSD) solution and provides a comprehensive overview of the GSD Dashboard’s BAU activities. It focuses on gaining an overview of GSD regulation and an in-depth understanding of GSD terminologies, Dashboard components, rules, exceptions, and validation handling. The course also addresses the specifics related to configuration and implementation activities.
Practical hands-on exercises and simulations are incorporated throughout the training to replicate real-life scenarios. This course is tailored for learners involved in GSD BAU activities using the ControllerView platform. With these enhanced skills, participants are able to formulate resilient and high-performing solutions.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
Course date
16 - 19 December, 2024
Course location
Virtual Classroom
User role
Business User / Analyst
Prerequisites:
ControllerView 101
Topics Include
Module 1: Introduction and Overview of GSD Regulation
► GSD Overview
► Significant Holdings
► Sensitive Industries
► Short Selling
► Takeover Panel
► 13F Module
Module 2: Key Terms of GSD Solution
► GSD Rule Tables Overview
► Entity Hierarchy
► Convertible Logic
► Beneficial Ownership
► Control Tables
► Capacity Type
Module 3: GSD Dashboard Overview
► GSD Dashboard Overview
► Alerts
► Details
► Historical Alerts
► Proximity Alerts
► Validations
► Exclusions
► Rule Summary
► Sensitive Industries (SI) Dashboard
Module 4: GSD Data Dictionary
► Data Dictionary Overview
► Data Inputs Walkthrough
► Mandatory vs Optional Inputs
► Mapping
Module 5: GSD Solution Project Overview
► GSD Solution Packages
► GSD SH - High Level Design
► Input Level/Calc-Input & Reference
► Pre-processing Project: Unified Data
► Business Rules & Shorthands
► Calc-Engine Project: Modified Data
► SD_SH_PositionMonitoring Project
► SD_SH_ReportAllocation
► Data Quality (DQ)/Validation
► Updating Calendar in the Solution
► Web UI
Module 6: Report Model
► Report Types
► Reviewing Disclosure Forms
► Opening the Adjustment History
► Drilling Down into a Cell on the Form
► Exporting the Report
Module 7: BAU Activities
► Accessing Environment
► General Navigation
► Accessing Favorites
► Data Loading
► Updating Entity Hierarchy
► Executing Workflows
Module 8: GSD Archival Setup and Release Documentation
► Archival Setup
► GSD Release Documentation
“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 ‘’