Working with the Interface

SDX Interest Rates uses a ribbon interface, which is designed to help you find the tools and functionality you need based on the context you are currently in.

The ribbon interface consists of a ribbon bar (as seen at 1 in Figure 1) that contains a set of tabs (as seen at 2 and listed in What Tabs Are Available?).

Figure 1: The Ribbon Interface

Each tab is organized around a specific scenario or task, such as the role of a trader or salesperson or risk management, and only lists the functions relevant to the current scenario or task at hand in the form of buttons. The buttons in a tab (as seen at 3 in Figure 1) each carry out an individual command or display a menu of commands.

This gathering of functionality into logical groups (or tabs) has been adopted to help you be more productive. It does this by:

Only displaying functions relevant to the current task. This makes it easier to find the right one, and you do not waste time looking for relevant functions.

Instead of the rich functionality being buried in the old-style menu system, now it is available to you when you need to use it.

Suggesting useful functionality for your current task that you might not have been aware of.

By default the ribbon bar opens in the vertical orientation. In the vertical orientation the ribbon bar temporarily replaces the left hand tabs. However, note that all functionality in the left hand tabs can be easily accessed by clicking the Open button which is displayed in each tab.

Besides being able to change the displayed tab in the ribbon bar (by simply clicking on the tab you want to display) you can also:

Use the System Menu (What Is the System Menu?)

Change the ribbon bar's orientation between a vertical and horizontal view (Changing the Ribbon Bar's Orientation Between Vertical & Horizontal)

In the Single Option page access a list of your instruments recently priced via the Shortcut field (Accessing Recently Priced Instruments in the Single Option Page)

In the Portfolio page access a list of your recently displayed portfolios (Accessing Recently Displayed Portfolios in the Portfolio Page)

Access your Favorites list in the Single Option page (Working With Your Favorites List in the Single Option Page)

Access your Favorites list in the Portfolio page (Working With Your Favorites List in the Portfolio Page)

Open pages using the tabs in the left hand menu (Opening Pages using Tabs)

Access other SD pricers and navigate between multiple open pricers (Accessing Other SD Pricers & Windows)

What Tabs Are Available?

The available tabs are as follows:

Home

This tab contains access to the following functionality:

Access to the Settings menu

Access to the Colors menu

The Excel add-in

Add to Portfolio function (only in the Single Option page)

Last Quotes (this lets you access recently saved deals in the Single Option page)

Save Quote (this lets you save a deal from the Single Option page for a defined period)

Open and Save functions (only in the Portfolio page)

IR Explorer (only in the Portfolio page)

Inbox

DGX Chat

Trader

This tab gives you access to the functionality relevant for a trader including:

Back Testing tool

Historical Analysis

Pricing Table (only in the Single Option page)

Scenario Tool

Risk Matrix (only in the Portfolio page)

Access to the Volatility Surface pages for swaptions and cap/floors and to the Inflation Price Surface

Access to the Curves market data pages

Access to the Forward Rates pages for swaptions and cap/floors

Access to incoming RFQs, if this feature is enabled for your user

Send

Structure Catalog (only in the Portfolio page)

This is the default tab that opens for a new user when they first access the pricer.

Sales

This tab gives you access to the functionality relevant for a salesperson including:

Find Strategy tool

Back Testing tool

Historical Analysis

Scenario Tool (only in the Portfolio page)

Risk Matrix (only in the Portfolio page)

Term Sheet tool

Pricing Table (only in the Single Option page)

Who to Call

Clients’ Activity

CRM

Send

CVA (only in the Single Option page)

For more information see Working with CVA.

Structure Catalog (only in the Portfolio page)

Structurer

This tab gives you access to the functionality relevant for a structurer including:

Back Testing tool

Pricing Table (only in the Single Option page)

Scenario Tool

Charts > Payout Chart & Risk Chart (only in the Single Option page)

Term Sheet tool

Risk Matrix (only in the Portfolio page)

Access to the Curves market data pages

Structure Catalog (only in the Portfolio page)

Market Data

This tab contains buttons to:

Access to the Curves market data pages

Access to Volatility Surface pages for swaptions and cap/floors and to the Inflation Price Surface

Access to the Forward Rates pages for swaptions and cap/floors

Correlations page

Historical Analysis page

The Holidays page

Let you edit and view the market data source via the Select Source button

Risk Mgmt

This tab gives you access to the risk management functionality. You can access different views in the risk management product—the Blotter, the Dashboard and the Book Tree page (by clicking the Select Books button), as well as access the pricer’s Scenario Analysis tool.

Vols & Curves

This tab lets you access real-time market data via a simple and powerful interface.

Execute

This tab gives you access to SD-TR, SD’s RFQ (or request for quote) product.

If you are registered for this product:

As a client:

You can click the RFQ button. This opens the SD-TR window where you can request a price quote from a predefined list of traders.

You can click the RFQ Archive button. This opens the SD-TR window in the RFQ Archive tab where you can see all your executed deals as well as all your historic requests for quotes that you did not subsequently accept.

As a trader:

You can click the Incoming RFQ tab. This lets you open the SD-TR window in the trader mode, whereby you can pick up a quote request and price it before sending it back to the client.

You can click the RFQ Archive tab. This opens the SD-TR window in the RFQ Archive tab where you can see all your executed deals (i.e., quotes you sent to users that were accepted) as well as all historic requests for quotes that were sent by all the traders in your group but were not accepted by the clients they were sent to.

If you are not registered for this product you get a message explaining what the feature is.

Analytics

This tab lets you work with your own pricing models.

Help

This tab lets you access the user guide, contact Customer Support via Chat or email, and access DGX Chat. It also contains access to the tutorials and the About button, and the Test Your Browser page.

By default when you access SDX Interest Rates the ribbon bar automatically opens with the Trader tab. However, for your own user you can set which of the three user type tabs—the Trader tab, the Sales tab and the Structurer tab—is displayed via the Settings window > Default Settings tab > General tab > Default Role dropdown list.