Table of Contents

1. About this Manual

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Organization
  • 1.4 Related documents

    • 2. Messaging System - An overview

  • 2.1 Introduction
  • 2.2 Features Provided for Processing Outgoing Messages
  • 2.3 Set up Messaging Preferences

    • 3. Maintaining Messaging Branch Preferences

  • 3.1 Introduction
  • 3.1.1 Invoking the Messaging Branch Preferences Screen
  • 3.1.2 Features of the Messaging Branch Preferences Screen
  • 3.1.3 Message History Retrieval Summary
  • 3.1.4 Outgoing Message Browser

    • 4. Maintaining Media Types

  • 4.1 Introduction
  • 4.1.1 Invoking the Media Maintenance Screen
  • 4.1.2 Features of the Media Maintenance Screen
  • 4.1.3 Saving the Record
  • 4.1.4 Operations on a Media Maintenance Record

    • 5. Maintaining Addresses for a Customer

  • 5.1 Introduction
  • 5.2 About Privacy By Design
  • 5.2.1 Maintaining PII data
  • 5.2.2 Data Masking
  • 5.2.3 Right to Be Forgotten
  • 5.2.4 Granular Access
  • 5.2.5 Transparent Database Encryption (TDE)
  • 5.2.6 Data Portability
  • 5.2.7 Invoking the Customer Address Screen
  • 5.2.8 Viewing Customer Address Details
  • 5.2.9 Features of the Customer Address Maintenance Screen
  • 5.2.10 Capturing the Address of a Customer - Media Combination
  • 5.2.11 Operations on a Customer Address Maintenance Record
  • 5.2.12 Maintaining Customer Entity Details
  • 5.2.13 Maintaining Customer Details
  • 5.2.14 Maintaining Additional Address Details
  • 5.2.15 Customer Address Replication

    • 6. Maintaining Advice Formats

  • 6.1 Introduction
  • 6.1.1 Invoking the Advice Format Maintenance Screen
  • 6.1.2 Defining a Format
  • 6.1.3 Indicating the Messages that Should Use a Format
  • 6.1.4 Specifying UDF Values
  • 6.1.5 Operations on the Advice Format Maintenance Record

    • 7. Processing Outgoing Messages

  • 7.1 Introduction
  • 7.1.1 Manual Generation of Outgoing Messages
  • 7.1.2 Features of Outgoing Message Browser
  • 7.1.3 Viewing messages with different authorization status
  • 7.1.4 Operations you can perform on an outgoing message
  • 7.2 Generating Ad-hoc FpML Messages
  • 7.2.1 Selecting Drawdowns
  • 7.2.2 Selecting Participants
  • 7.3 Forward Processing of Events
  • 7.3.1 Fetching the Contracts for Forward Processing
  • 7.3.2 Confirming the Generation of Messages for an Event

    • 8. Defining Free Format Messages

  • 8.1 Introduction
  • 8.1.1 Message Template Maintenance
  • 8.1.2 Maintaining Free Format Message for Customer Details

    • 9. Making Query

  • 9.1 Advanced Search
  • 9.1.1 Invoking Advanced Search Screen
  • 9.1.2 Making Query based on more than one criterion
  • 9.1.3 Selecting Same Criterion to Apply One or More Conditions
  • 9.1.4 Ordering Details of Query
  • 9.1.5 Using Wildcards to make Query

    • 10. Function ID Glossary