Any user who is registered for SDX Interest Rates and who has not also manually registered for SD-XA is automatically registered to one of the SD-XA products—SD-Corp, SD-Banks or SD-Funds.
How does the system know which product to assign you to? When you register for any of the SD pricers, you define the name of your company. When your user is authorized by SD, your company is defined in the database as a bank, corporation, hedge fund or something else. If your company is defined as:
A bank, you are automatically registered for SD-Banks.
A corporation, you are automatically registered for SD-Corp.
A hedge fund, you are automatically registered for SD-Funds.
Anything other than a bank, corporation or hedge fund, you are automatically registered for SD-Funds.
During the automatic registration process, the system also:
Creates a default book for you, called My Book.
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You cannot change the name of this book, or add extra books for your user. |
Sets your default book currency and your home currency to USD.
Once you have been registered for the relevant SD-XA product, the next time you access SDX Interest Rates you will be able to:
Save supported trades from the pricer into the relevant cross-asset product.
You do this by clicking the Deal Capture button and then in the Deal Capture window clicking the Save button.
You can save up to 100 trades in each asset class for which you are registered. By default, your trades are automatically saved into your default book, called My Book.
See the My Trades tab on the left-hand side of the window.
Access the relevant SD-XA product.
You can do this from SDX Interest Rates:
By clicking the My Trades tab in the left hand menu. This opens SD-XA in the Book Selection window
In the Sales tab clicking the CRM button. This opens SD-XA in the Blotter.
In the Risk Mgmt by clicking the Blotter button, the Dashboard button, or the Select Books button (which opens SD-XA in the Book Selection window).
Once you are in SD-XA you can then:
From the Book Selection window load books or portfolios into the Blotter, into the relevant pricer’s Portfolio page or Risk Matrix.
See your trades in the Blotter.
In the Blotter you can access the Pricing Details area and the Specifics tab.
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You cannot access the Greeks tab. For more information on this feature and how you can access it, contact [email protected]. |
Add new counterparties.
By default you have access to three counterparties, Bank A, Corporation C, and Fund B. However, you can add more via the Deal Capture window when you are capturing a deal.