We are excited to announce the release of our brand new user guide, designed to help you make the most out of your Learning Center experience.
Institutional Trade Processing
Welcome! In this section of the DTCC Learning Center you will find the resources you need to maximize your use of DTCC's Institutional Trade Processing (ITP) offerings. To find the content you need, either use the Search field or select a product below to access user guides, technical resources, video tutorials, FAQs, and more.
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DTCC's Institutional Trade Processing (ITP) service suite offers buy-side, sell-side and custodian firms an end-to-end straight-through processing solution for their trading activity.
Select a product below to learn more and access resources to help you mazimize your use of the service. To learn more about the release schedule for all ITP products, please access our ITP Client Roadmap.
ALERT Common Reference Data
Tables of values for certain fields used in the ALERT platform's Web and Direct interfaces and in the ALERT Plus module.
ALERT Settlement Instructions and Validation Rules
Details the extensive rules validation for settlement instruction data intended for the ALERT database.
ALERT Market/ Business Rules & Best Practices
ALERT SSI population recommendations to ensure settlement messages are successfully enriched.
Watch this short introductory video about the inSITE service.
Learn more about the process used by CTM to match trades.
Using the CTM UI
Access resources to help you use the CTM UI, both to manually enter trades and manage your matching exceptions
TradeSuite ID T+1 Changes
Learn more on how to support the move to T+1 with TradeSuite ID
Watch this short introductory video about the Confirm Archive service.
Register for a Live Webinar
For legacy CTM Third Party Notification clients, webinars are available focused on how to use the new Settlement Instruction Manager UI to manage your settlement messages.
Settlement Instruction Manager
Settlement Status Manager
Using ITP Data Analytics: A Use Case
Learn how you can leverage the data from ITP Data Analytics to improve your competitive advantage.