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
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Calypso Architecture
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System Components, Engines and Servers
Module 2: Static Data Setup
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Legal Entities, Contacts, Accounts
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Settlement Instructions
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Trading Books
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Hands-On Exercises: Create PO, CP and define SDI
Module 3: Calypso Workflows
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Trade Workflow & Lifecycle Actions
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Transfer Workflow & Settlements
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Message Workflow
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Generate Messages
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Hands-On Exercises: Book Trades & BO Objects (Xfer, Messages) & Apply Lifecycle Actions
Module 4: Calypso Task Station
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Operations Dashboard
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Task Priorities, Task Internal Reference
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Hands-On Exercises: Build Task Station Report
Module 5: Fees & Scheduled Tasks
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Real-Time / Batch Processing
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Fee Definition, Fee Grid, Fee Config
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Hands-On Exercises: Define Automatic & Manual Fees; Run Batch Processes
Module 6: Access Permissions
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Define User Groups, Users Defaults
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Book Access, Workflow Access
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Data Authorization
Module 7: Reporting Framework
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Report Launcher & Report Generation
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Trade, Transfer, Message Report
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Portfolio Manager
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Cash and Security Inventory Report
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Hands-On Exercises: Define Reports and Save Templates
"TCS is delighted to be an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL. We look forward to combining our deep domain knowledge of the capital markets and advisory-led approach with Nasdaq’s industry-leading capabilities and solutions to provide top-notch service to our clients."
"To be appointed as an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL is a testimony to our more than eight years of collaboration. This will spur our company to break new ground, implementing the Calypso Treasury solution beyond Africa."
"Quinnox is thrilled to be an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL. Our long-standing collaboration focuses on delivering top-notch solutions for financial institutions, emphasizing value, and fostering sustainable growth. With almost two decades of partnership, we're eager to continue our journey of innovation and transformation with Nasdaq."
"To be an Certified Implementation Partner for Nasdaq Calypso & Nasdaq AxiomSL is to embody a commitment to exceptional expertise, unwavering dedication to client success, and a profound understanding of cutting-edge solutions. It's about providing seamless, tailored implementations that empower businesses to thrive in an ever-evolving digital landscape in the financial sector. It also signifies Exadel’s dedication to delivering excellence and equipping organizations with the full potential of Nasdaq's advanced solutions."
"We've been Nasdaq partners since 2012 and look forward to the next chapter of this journey. The recognition as a trusted Certified Implementation Partner program means a lot to us. We are committed to delivering to the highest standards for Nasdaq Calypso and AxiomSL product lines."
"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"