Engaging Industry

DTCC Learning Corner: SFTR, DXM, Report Hub and More

By DTCC Connection Staff | Aug 12, 2020

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.

DTCC Learning Corner

RDS


DTCC Report Hub GUI Video Series: GUI Overview - Submission & Exception Management

New!
Video Tutorial

    This video is part of a Report Hub GUI overview series. In this video we demonstrate how to:
  • Submit files into DTCC’s Report Hub
  • Troubleshoot and resolve submission rejections.

RDS
DTCC Report Hub GUI Video Series: GUI Overview - Pre-Reporting Submission Workflow

New!
Video Tutorial

This video is part of a Report Hub GUI overview series. This video is an overview of the Pre-Reporting Submission functionality which enables users to customize their Report Hub submission workflows and enrichment options.

RDS

CFTC/Canada Re-Arch OTC Specifications Tab (Part-1)

New!
Video Tutorial

This video is part of the North America Re-Architecture video series. This video provides you with an overview of the CFTC/Canada Re-Arch OTC Specifications.
RDS

CFTC/Canada Re-Arch OTC Specifications Tab (Part-2)

Featured!
Video Tutorial

This video is part of the North America Re-Architecture video series. This video provides you with an overview of the CFTC/Canada Re-Arch OTC Specifications.

RDS

North America Re-Architecture 2020 - APAC Client Webinar

Featured!
Recorded Webinar

This is a recording of a NoA Re-Arch webinar delivered to the APAC region on July 16, 2020.

RDS


DTCC's SFTR Portal - How to Search, Schedule and Download Run Once Ad-hoc Reports

Featured!
Video Tutorial

This video covers how you can search for your submitted data, schedule and download run once ad-hoc reports.

RDS


DTCC's SFTR Portal: How to Schedule & Download Recurring Reports

New!
Video Tutorial

DTCC’s SFTR portal allows you to schedule and download all the participant reports on a daily, weekly, monthly or quarterly basis.

Institutional Trade Processing


Matching Stepouts on CTM

Featured!
Video

Watch this video to learn more about how to match your stepout trades in CTM. It covers the workflow for all parties involved in the stepout - invesment managers, broker/dealers and stepin brokers.

Institutional Trade Processing


DTCC Exception Manager: Using the New Interface

New!
Webinar

This video covers the available predefined reports, how to schedule your reports for the frequncy and format you wish and how to access them.

Equities Clearing


Client Business Requirements: Phase 1 — PCF Enhancements for Processing Multiple Basket Types

Need to Know!
Client Business Requirement

Learn more about ETF Phase 1 PCF enhancements that were deployed on July 25-26, 2020.

Equities Clearing


Master File Formats for CNS

Updated!
Master Files

View the updated master file formats for CNS available in the Master File Formats for CNS tab of the CNS Documents section.

MBSD


MBSD Glossary of Important Terms

New!
FAQ

The MBSD Glossary of Important Terms includes acronyms, concepts and terms important to understanding the processing of Mortgage-Backed Securities. It is provided as a convenience to MBSD members, is for informational purposes only and requires that registered users of the Learning Center be logged in to view.



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