The below onboarding plan provides a week-by-week guide to all those tasks to be completed by both your organization and by the DTCC to ensure a successful onboarding to the CTM service. You can also download the CTM Manual IM Onboarding Path Checklist for your internal records.
Required Resources
Access all the resources needed to complete the tasks assigned to you for each week in your onboarding plan.
This step must be completed by your Product Administrator using the Manage My Services application - the online portal for ITP clients to maintain their user/organization access. Before using the Create User option to set up a new user, the Product Administrator should first search (using either Quick or Advanced Search) to ensure the user does not already have a MyDTCC account.
Link: Specific resources for Product Administrators on how to use Manage My Services can be found within the Manage My Services (ITP) Product Help .
MyDTCC provides pesonalized online access to all DTCC product and support capabilities in one convenient location. ITP users will benefit by being able to access their ITP products, along with all support functionality using single sign-on. Once logged into MyDTCC you can:
- Access your DTCC product leveraging single sign-on
- Submit support requests
- Access the DTCC Learning Center which provides on demand resources to support your use of all DTCC products and services.
As a new user of CTM, we recommend that you log into MyDTCC, verify that you are able to access CTM by clicking on the CTM tile under My Products and that you can access the Learning Center through the My Learning Dashboard tile.
Link: MyDTCC is available in both the production and PSE (client test) environments:
- Production: https://portal.dtcc.com
- PSE: https://portalu.dtcc.com
Duration: 2 mins
Watch this video to help:
- Find the content you need by navigation or search options
- Create a personalized experience based on your profile by bookmarking key resources, browsing your most frequently viewed content, and discovering new assets based on your specific DTCC product subscriptions.
If you are onboarding to other DTCC products at the same time as CTM Manual Entry, your Integration Consultant and Learning Team will schedule any other appropriate learning sessions with you.
Existing DTCC ALERT users can review their SSI input and follow the appropriate steps in the Week 2 section of this Onboarding Path.
As you learned in Week 1, Matching Profiles contain the criteria used by the CTM service to determine whether a trade submitted by an investment manager should match with the trade submitted by its counterparty. This criteria is exclusively chosen by the investment manager.
Complete the on-demand learning, displayed below that outlines what a Matching Profile is and how to create, edit and export them. Click on each individual resource below to access it:
Click each individual resource below to to learn how to use the CTM manual trade input functionality and access the supporting resources.
Part 1: Manually Input Your Trades - Live Webinar or Webinar Recording
- Sign up to one of our monthly live CTM 4.0 Manually Enter Your Trades webinars
OR
- Alternatively, view a Using the CTM 4.0 UI to Manually Enter Your Trades webinar recording, below (36 mins)
Part 2: Review CTM UI 4.0 Online Help (20 mins)
Prepare for your session with questions based upon your week 1 and 2 learning and testing. Your integration consultant will be in touch to schedule a session.
Complete the on-demand video learning to understand how to use the CTM UI functionality to manage your matching exceptions. Click on each individual resource below to access it:
Part 1: Recorded Webinar (55 mins)
Part 2: Short How-To Videos (22 mins)
- Working with Not Matched Trades (3 mins)
- Amend a Trade (2 mins)
- Force Pairing and Matching (1 min)
- Handle Rejects (2 mins)
- Handle Errors (4 mins)
- Retrieving Match Agreed Trades (1 min)
- Cancel a Trade (3 mins)
- Customize your View (4 mins)
- Search for Trades (2 mins)
For clients who already have access to ALERT, you should review how your SSIs are setup and ensure you know how to use the ALERT platform when any future changes need to be made to your SSIs. Clients newly onboarding to ALERT will be contacted by the Integration and Learning teams who will provide guidance on next steps.
To review how to use and manage your SSIs, sign up for a live instructor-led webinar or watch any or all of the below short videos for guidance on specific tasks to gain a foundational understanding of ALERT.
- ALERT: How to Create a Model (3 mins)
- ALERT: How to Edit a Model (3 mins)
- ALERT: How to Delete a Model (2 mins)
- ALERT: How to Create an Account (7 mins)
This step must be completed by your Product Administrator. Manage My Services - the online portal for ITP clients to maintain their user/organization access rights - is also available through ServiceCentral.
Link: Specific resources for Product Administrators on how to use Manage My Services can be found at Manage My Services - Product Administrator
Take our survey to help you – and us – understand your current knowledge and preparedness to go live with CTM Manual.
Link: Go Live Readiness Survey
Prepare for your session with questions based upon your week 3 learning and testing. Your integration consultant will be in touch to schedule a session.
Participate in a scheduled call with Integration to introduce you to the DTCC Client Center support features.
- Reach out to our DTCC Client Center via https://www.dtcc.com/client-center. They are open 24 hours a day, 6 days a week. You can also call them using a local toll free number or you can submit a support request via MyDTCC.
Take our survey to help you - and us - understand how effectively you were prepared and and how successful your go-live with CTM Manual was.
Link: Post Go Live Survey