Calypso Compliance Module V17

This course provides an in-depth understanding of the Compliance module and the changes introduced in Calypso V17.22. The course walks you through required setup step by step to configure Compliance and create rules and setup Limits in Compliance. You will learn how to process the rules and monitor limit breaches, alerts and violations using alerts and warnings. Rule definition includes defining limits in Compliance. You will also learn how to configure the Credit Exposure analysis and visualize it. The course is a mixture of instructor-led presentations, demonstrations, and hands-on 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: calypso.education@adenza.com

Course date

14 - 17 November, 2023

Course Duration

4 Hours per day

Course location

Virtual Classroom

Course fee

USD 3,500 (excl. taxes)

Course level

Advanced

Prerequisites:
Knowledge of Liquidation, Trading books, and Trade booking is preferred, bu not required.

Topics include:

Module 1: Calypso Compliance Overview

► Core Concepts
► Installation and Setup
► Portfolio & Book Hierarchy
► Analysis Setup
► Hands-On Exercises: Setup Portfolio in Compliance UI

Module 2: Compliance Rules and User Interface

► Rules and Rule groups
► Compliance UI and functionalities
► Introduction to Limit features in Compliance
► Processing Compliance Events and processing
► Hands-On Exercises: -Create rules and one full analysis; Process events in the Compliance Dashboard

Module 3: Credit Exposure Analysis

► Report Setup
► Limit features in Compliance
► Rule creation for Credit Exposure
► Hands-On Exercises: Create and run the Credit Exposure analysis

Module 4: Violation Monitoring and Breach Reports

► Violation monitoring
► Compliance Analyzer
► Limit breach trade monitoring
► Alerts and Warnings
► Hands-On Exercises: -Apply a pre-deal check on a trade & Approve/Reject outstanding violations

“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