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 : learning@calypso.com
Course date
October 17 - 20, 2022
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
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Core Concepts
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Installation and Setup
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Portfolio & Book Hierarchy
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Analysis Setup
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Hands-On Exercises: Setup Portfolio in Compliance UI
Module 2: Compliance Rules and User Interface
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Rules and Rule groups
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Compliance UI and functionalities
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Introduction to Limit features in Compliance
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Processing Compliance Events and processing
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Hands-On Exercises: -Create rules and one full analysis; Process events in the Compliance Dashboard
Module 3: Credit Exposure Analysis
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Report Setup
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Limit features in Compliance
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Rule creation for Credit Exposure
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Hands-On Exercises: Create and run the Credit Exposure analysis
Module 4: Violation Monitoring and Breach Reports
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Violation monitoring
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Compliance Analyzer
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Limit breach trade monitoring
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Alerts and Warnings
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Hands-On Exercises: -Apply a pre-deal check on a trade & Approve/Reject outstanding violations
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"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"