User Interface 4.0
The new Omgeo CTM User Interface 4.0 (Omgeo CTM UI 4.0) is now available and more functionality will be added throughout 2017 and beyond. It offers improved functionality and security while it is even easier to use. Also, there is no need for Java to access the new user interface. This is the future Omgeo CTM UI that all clients will be expected to upgrade to.
Transition to the new interface is straight forward, flexible and cost-free. Users can access both their existing version of the Omgeo CTM UI and Omgeo CTM UI 4.0 at the same time, allowing users to decide when to begin the transition to UI 4.0. This helps to bridge any gaps in functionality that have not yet been built and gives both users and organizations full control and flexibility of when and how to begin the transition.
Omgeo CTM UI 4.0 benefits at a glance:
- no client-side Java dependency
- performance improvements
- improved end user experience
- refined UI security
- ability to break cross-paired trades and pair with the correct trade
- UI 4.0 can be used in parallel with older versions of the CTM UI
View content below to find more information about how to upgrade, available functionality and documentation and training resources to help get you up to speed.
Watch this short, introductory video to learn more about all of these benefits and see a demonstration of the new UI.
The new user interface 4.0 is available to all Omgeo CTM users today. Follow the below steps to get access:
2. Log in using your existing Omgeo CTM User ID and Password
3. You will be logged into the new UI. Your User ID will be permissioned with the same actions you have available when logged into your existing user interface.
In the below table you can see which functionality is available now and when additional functionality will be added. Any functionality not yet included in the Omgeo CTM UI 4.0 can still be accessed using older versions of the UI.
|Feature/Functionality||Available Now||Scheduled for 2017||Scheduled for 2018 and Beyond|
|Support of Equity and Debt Trades||x|
|Trade actions: Force Pair, Force Match, Reject, Cancel, Cancel after MAGR||x|
|MISM, NMAT and All Exceptions||x|
|Graphical Dashboard for Equity and Debt Trades||x|
|Find Trade By Reference Number||x|
|Export to CSV||x|
|Support of inSITE fields||x|
|Support of large volume user case||x|
|Can be used in parallel with 2.0 and 3.0 of the CTM UI||x|
|Manual entry for brokers||x|
|Third Party Notification1||x||x|
|Export MAGR Allocations to CSV||x|
|Export/Print trades, notifications and legal contracts to PDF||x|
|Manage and process Repo trades||x|
|Support Canada Block settlement, CDS and ACWF||x|
|CFI for buy-side and sell-side||x|
1Third Party Notification functionality will begin to be delivered in 2017 and further functionality will continue to be delivered in 2018.
Please find below our Product Release Information documents for all Omgeo CTM UI 4.0 releases to date, detailing the functionality added with each release. The most recent release, Release 3, was made available in March 2017.
- pdf Product Release Information: UI 4.0 Release 3 (684 KB)
- pdf Product Release Information: UI 4.0 Release 2 (620 KB)
- pdf Introducing the New UI 4.0: Release 1 (516 KB)
For detailed user instructions on using all Omgeo CTM UI 4.0 functionality, please use the Online Help. This is also accessible directly from within the Omgeo CTM UI 4.0 once you're logged in.