DTCC Learning Corner: CTM™, ACATS, Corporate Actions and More

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DTCC Learning Corner: CTM™, ACATS, Corporate Actions and More

By DTCC Connection Staff | Jun 20, 2019

As DTCC’s one-stop shop for learning resources, DTCC Learning (DTCCL) is committed to helping clients optimize their use of DTCC’s suite of products and services through comprehensive education programs that include live and recorded webinars, tutorials, user guides, self-paced training modules and other resources.

Here are some of the highlighted offerings from DTCC Learning.

Institutional Trade Processing	CTMTM for Brokers - Using the CTMTM User Interface 3.0 to Manually Enter Trades New!	Online Course	Are you a broker who uses CTMTM to manually enter trades for matching? Access this self-paced course that walks you through how to use this functionality most efficiently. This is especially helpful for users who have never received formal training.
Institutional Trade Processing	DTCC Exception Manager Product Release Information: Release 2 New!	Product Release Notes	Learn more about the new and updated functionality available in the latest release to the DTCC Exception Manager service.
Equities Clearing	ETF Industry Working Groups Meeting Notes New!	Meeting Notes	View the Industry Working Group meeting notes for the April 11, 2019 meeting held in Boston, MA.
Equities Clearing	ACATS User Guide Updated!	User Guide	View the ACATS User Guide that includes the modernization initiative enhancements. The goal of the ACATS modernization initiative is to begin a multiphase path to shorten the transfer process while simultaneously reducing risk, improving operational efficiency, and enhancing the overall customer experience.
Equities Clearing	ACATS Output File Names Presentation Updated!	ACATS Modernization Output Record Layouts	View updated ACATS modernization input and output times, expected impact, and examples.
Equities Clearing	ACATS Modernization Enhancement Specification Updated!	Specification	View the updated ACATS Modernization Enhancement Specification.
Equities Clearing	ACATS Shortened Cycle Meeting Notes New!	Meeting Notes	Catch up on the ACATS Shortened Cycle Meeting Notes, available in the ACATS Working Group section.
Derivatives	New GTR Billing Section New!	User Guides and FAQs	These billing guides will help you understand billable positions, billing components and the billing hierarchy. Substantiation reports provide a list of positions being billed which allow clients to substantiate their invoice. And the frequently asked questions are generated from top client queries.
Asset Services	ISO 20022 Messaging Subscription Options User Guide!	Updated Resource	This user guide explains various ways users can elect to receive their ISO 20022 messages by event and message types.
Asset Services	Getting Started with Corporate Actions ISO 20022 Messaging User Guide User Guide!	Updated Resource	This user guide covers start-up information about ISO 20022 messaging, including announcement messages and an explanation of the data model.
Asset Services	Custody Eligibility Help User Guide!	Spotlight	One of our most frequently downloaded documents! Here you can view the content of the Custody Eligibility Help.
Insurance & Retirement Services	IFT Access BDofRC video: How to Complete a Qualified Non-Custodial to Non-Custodial Broker Dealer of Record Change New!	Video	This video explains how to use the IFT Access Broker Dealer of Record Change (BDofRC) option to submit a Qualified Non-Custodial to Non-Custodial Dealer of Record Change transaction.
Fixed Income Clearing	FICC Loss Allocation Overview eLearning: Parts 1 - 3 Featured!	eLearning	The 3-Part FICC Loss Allocation Overview eLearning details FICC’s loss allocation practices, presents hypothetical scenarios demonstrating how these practices are applied in the case of single and multiple member default, explains the look back period and more.
Fixed Income Clearing	MBS RTTM® Web Front End (WFE) Remote Access Coordinator (RAC) User Guide New!	User Guide	The primary purpose of this guide is to familiarize remote access coordinators (RAC) with the Site Administration functions of the MBS RTTM® Web Front End (WFE) application.
Fixed Income Clearing	GSD DVP RTTM® Web Front End (WFE) Remote Access Coordinator (RAC) User Guide New!	User Guide	The primary purpose of this guide is to familiarize remote access coordinators (RAC) with the Site Administration functions of the GSD DVP RTTM® Web Front End (WFE) application.
Fixed Income Clearing	GSD GCF RTTM® Web Front End (WFE) Remote Access Coordinator (RAC) User Guide New!	User Guide	The primary purpose of this guide is to familiarize remote access coordinators (RAC) with the Site Administration functions of the GSD GCF RTTM® Web Front End (WFE) application.