Engaging Industry

DTCC Learning Corner: ACATS, SFTR, Investor Kinetics and More

By DTCC Connection Staff | Jan 15, 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


Fixed Income Clearing

MBSD Trade Lifecycle Activities Tutorial

Updated!
Tutorial

New in 2020: SBOD and TFTD TBA trade activity now available! LOG IN to view this narrated interactive learning solution explaining typical MBSD trade lifecycle activities. Then visit the Products & Services > Fixed Income Clearing > Mortgage-Backed Securities Division (MBSD) page and scroll down to the "MBSD Processes" article to learn more! 



Equities Clearing
ACATS Shortened Cycle Meeting Notes

New!
Meeting Notes

View the most recent ACATS Shortened Cycle Meeting Notes that are available in the ACATS Working Group section.



Equities Clearing
CNS

Updated!
User Guides View the clarified contact details for extensions and other inquires available in the most up-to-date CNS content. 


Institutional Trade Processing

CTM for Brokers - Using the CTM User Interface 4.0 to Manually Enter Trades

New!
Online Course Are you a broker who uses CTM 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

Introduction to the CTM Auto-Affirmation Functionality

New!
Video CTM has been enhanced to include auto-affirmation functionality to process US trades. Watch this short video to learn more.


Institutional Trade Processing

ETF Canned PCF Sample Input and Output Files

Sample Data Files
New! Unzip and view these canned portfolio composition file (PCF) sample output and input data files in a text editor with Word Wrap turned off.

Data Services
An Overview of DTCC Investor Kinetics

New!
Video Watch this quick video to learn about the DTCC Investor Kinetics Offering including how it works, what the file looks like and when the file is delivered.

RDS
SFTR UAT Interactive Guide

New!
Video This interactive guide aims to outline how to use SFTR Client Test Packs during initial testing in both the SFTR simulator and the UAT environment.

RDS
HKMA Troubleshooting FAQs

New!
Learning Center - FAQs
These troubleshooting FAQs will help our HKMA clients resolve top submission, we well as reconciliation issues.



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