BTI Page Elements

The next figure shows the BTI page with each area outlined and labeled.

Page Elements
Elements of the BTI page
Click To
DTCC Logo Link to http://www.dtcc.com/ in a new browser window.

Omgeo TradeSuite ID logo

Link to the main TradeSuite ID product information page.
Announcements

Link to the Announcements page to read current announcements.
Contact Us Link to the support page Contact Us.
Tutorial View a tutorial about the application.
Help Open the online help that enables you to access information about each of the TradeSuite ID modules.
Logout

Exit the application.

Close your browser to protect the integrity of your account and data.

Your subscription determines the tabs that are available to you. If you subscribe to more than one module, you can move from one to another by clicking the appropriate tab for the module you want o access. A tab is only available if you have a subscription to the module.

Note
As you work on other pages in the BTI module, click the tab for the module name to return to a refreshed home page.

This section contains the queue for the export profile records. The screen displays up to ten export profile records. You can do the following tasks:

  • Click Application Refresh to update the information in the Export Queue.
  • Click Download to download the export file to your computer.
  • Click Delete to remove the record from the Export Queue.
Note
You are limited to ten exports. If you request an export beyond the limit, the oldest record (10) is automatically deleted.

The next table shows the current profiles in use and the date and time the TradeSuite ID modules refreshed the data.

Current Display Information
Display information Description
Refreshed Shows the date and time that the TradeSuite ID module refreshed the data on the page. Click Application Refresh or the NearMatch tab to update the screen.
Retrieve Profile Shows the current retrieve profile in use. Click the profile name to open the Retrieve Profile edit page.
Matching Profile

Shows the current matching profile in use. Click the profile name to open the Matching Profile edit page.

The matching profile field name appears only when the display shows the major and minor data grids.
View Profile

Shows the current View profile in use. Click the profile name to open the View Profile edit page.

The view profile name appears only when you display the All, Unmatched Allocations, or Unmatched Confirms page.
Icon Mouse Over Text Description
Save Save Field Sorts & Column Widths Saves the sort order and column width user preferences for the specific profile.
Clear Clear Field Sorts & Column Widths Clears the sort order and column width user preferences for the specific profile.
PDF icon View Data Grid in PDF Shows the data in the blotter in a PDF file that you can save to your computer.
Excel icon View Data Grid in Excel Shows the data in the blotter in an editable Microsoft Excel spreadsheet file that you can save to your computer.
Queue icon View Pending Jobs Displays the Queue page that provides information about the data view and export queue results. This option is only available when you have items in the queue.
Application refresh icon Application Refresh

Refreshes the data grid.
Maximize data grid icon Maximize Data Grid Maximizes the trade blotter in a larger window for a full view of the trade blotter.
Minimize data grid icon Minimize Data Grid Returns to the normal view of the trade blotter. Available only when you are viewing the trade blotter in the maximum page mode.

From the Profiles menu on the left, click BTI Export Profiles or BTI Import Profiles to create a new export or import profile or update an existing profile. To retrieve a profile, click a specific export profile in the list, such as Confirm Export. To send a profile, click a specific import profile in the list, such as Confirm Import.

The next figure shows he menu that appears on the left side of the BTI page.

BTI Profiles

Profiles are filters that customize a display of data. There are two types of filters in BTI:

  • Export profiles define the data fields that the TradeSuite ID® service includes in an export file.
  • Import profiles define the data selection criteria, format characteristics of the data file, which data files to include, and the field order.

There are two export profiles and two import profiles for you to use. You cannot update these predefined profiles. However, you can use them as templates for new profiles that you can modify for immediate or future use. Create up to a total of six user-defined profiles for each type (export and import). The TradeSuite ID service maintains your profiles on the website, and you can reuse these profiles in future sessions. In addition, you can create ad hoc profiles for one-time use. The TradeSuite ID service does not maintain ad hoc profiles on the website. For more information about profiles, see BTI Profiles Overview.

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