Using CTM 4.0 and New Settlement Notifications UI

Target audience: 

• CTM Third Party Notification (TPN) clients that are upgrading to the CTM User Interface (UI) 4.0 and Notifications UI

Course description:

This training is designed to prepare you for your upgrade to the CTM UI 4.0 and Notifications UI and will focus on demonstrating how to perform the required daily tasks to manage your trade exceptions and settlement notification messages using these new user interfaces. Attendance is therefore strongly encouraged for all users at your organization who currently have responsibility for performing these actions.

Learning objectives:

Part 1 (45 minutes):

• Log in to the new ITP Web Portal to access all ITP services.
• Navigate the CTM UI 4.0, viewing Mismatched, Not Matched and All Exceptions
• Efficiently manage your matching exceptions using functionality available through the CTM UI, including amending, cancelling, force matching and rejecting
• Access Match Agreed trades and search for trades using trade data or references
• Customize your grid

Part 2 (45 minutes):

• Navigate the Notifications UI to manage your notifications and deal with any exceptions 
• Customize your grid