Calypso Back Office (Foundation)

The course consists of several modules, each module is designed to have hands-on exercises. The courses are instructed by Calypso Learning Services’ dedicated staff and members of our Subject Matter Experts’ team. Calypso Standard Reference Model(CSRM) environment are provided to each participant for demonstrations, configurations, and learning exercises.

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

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 : learning@calypso.com

Course date

December 05-09, 2022

Course Duration

4 Hours per day

Course location

Virtual Classroom

Course fee

USD 5,000 (excl. taxes)

Course level

Foundation

Prerequisites:

Knowledge of Capital Markets and Post Trade Processing is preferred, but not required.

Topics include:

Module 1: Introduction to Calypso

► Calypso Architecture
► System Components, Engines and Servers

Module 2: Static Data Setup

► Legal Entities, Contacts, Accounts
► Settlement Instructions
► Trading Books
► Hands-On Exercises: Create PO, CP and define SDI

Module 3: Calypso Workflows

► Trade Workflow & Lifecycle Actions
► Transfer Workflow & Settlements
► Message Workflow
► Generate Messages
► Hands-On Exercises: Book Trades & BO Objects (Xfer, Messages) & Apply Lifecycle Actions

Module 4: Calypso Task Station

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

Module 5: Fees & Scheduled Tasks

► Real-Time / Batch Processing
► Fee Definition, Fee Grid, Fee Config
► Hands-On Exercises: Define Automatic & Manual Fees; Run Batch Processes

Module 6: Access Permissions

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

Module 7: Reporting Framework

► Report Launcher & Report Generation
► Trade, Transfer, Message Report
► Portfolio Manager
► Cash and Security Inventory Report
► Hands-On Exercises: Define Reports and Save Templates

"It was an informative and compact training program. Ram covered all the areas of the course brilliantly. Also had the opportunity to discuss queries on the go, those were answered promptly.

All the topics were just great, I found it all right. I am sure the practice sessions in training would help the team put them to use in future projects"

Akhilesh S.

LSEG (London Stock Exchange Group)

“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

Financial market capabilities continue to evolve, requiring agile, cloud ready, digital offerings supporting cross-asset and front-to-back solutions. Our global partnership with Adenza leverages our complementary strengths to deliver world class offerings. Adenza’s software suite coupled with Wipro’s advisory and delivery capability accelerates our clients’ transformation journeys to improve front office, post-trade and risk management capabilities, with reduced TCO and superior customer experience. This partnership underscores our commitment to provide scaled up end-to-end propositions to our joint clients within financial services.

Harpreet Arora

Vice President, Managing Partner & Global Head, BFSI Consulting, WIPRO

NOA is the implementation partner for Calypso in South Korea for more than 18 years. NOA has helped clients transform and manage their front to back operations, risk, collateral and treasury management using the Calypso platform. Our strong partnership has enabled us to build a Calypso practice of over 30 practitioners and we are continuously investing in our Calypso practice’s capabilities to address our client’s evolving needs

DongHyun Eom

CEO, NOA ATS