Calypso Back Office (Foundation + Advanced)

This course encompasses the foundation and the advanced concepts of Calypso Back Office. The course covers a brief introduction to Calypso Architecture and Static data setup, Calypso Workflows, Calypso Reporting Framework, and Trade Lifecycle. The course also covers Message Matching, Calypso Task Station, Calypso Accounting, Access Permissions as well as Uploading and Migrating Data modules. The course is a mixture of instructor-led presentations, demonstrations, and hands-on exercises.

The training will be a in-person instructor led training and each attendee will be provided with access to a unique instance of a cloud-based Calypso environment.

Each participant will receive access to Calypso Learning Service eLearning portal to access training material, slides, and course exercises.

For registration or enrollment details, please email: calypso.education@adenza.com

Course date

27 - 31 March, 2023

Course Duration

8 Hours per day

Course location

Classroom (In-Person) - New York

Course fee

USD 7,500 (excl. taxes)

Course level

Foundation + Advanced

Prerequisites:
Knowledge of message generation, trading books, trade processing, legal entity setup, and static data is preferred, but not required.

Topics include:

Module 1: BO Post Trade Processing Overview & Static Data Setup

► Calypso Architecture
► System Components, Engines and Servers
► Legal Entity, Contacts and Accounts
► Trading Books

Module 2: Calypso Workflows

► Trade
► Transfer
► Message

Module 3: Trade Lifecycle and Reporting Framework

► Lifecycle Actions
► Bonds, Swaps, FXO, MM

Module 4: Calypso Reporting Framework

► Trade, Message & Transfer Report
► Scheduling Reports & Jobs

Module 5: Messages Overview

► Overview(SWIFT & HTML)
► Message Generation & Setup

Module 6: Message Matching

► Matching Context
► Matching Manager
► Message Workflows & Message Setup

Module 7: Calypso Task Station

► Operations Dashboard
► Task Priorities, Task Internal Reference
► Hands-On Exercises: Build Task Station Report

Module 8: Access Permissions

► Define User Groups, Users Defaults
► Book Access, Workflow Access
► Data Authorization

Module 9: Uploading & Migrating Data

► Data Uploader
► CAM Tool

Module 10: Calypso Accounting 101

► Accounting Books
► Accounts
► Rules & Rule Configs
► Book Links

“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.”

Samuel L.

Exadel Financial Services (formerly CPQi)

“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 everybody from Adenza for this opportunity and teaching me a lot of important things for my work routine.”

Marcelo Y.

Mark2Market (Qaracter)

“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 Nima and Dominic 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 ‘’

ExpertEase Partners