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