Accessing FCR and System Navigation

Overview

FCR is available within the Docs application in FIA Tech's Accelerate platform.

The information below shows users how to -

• Access FCR
• Navigate through FCR

Accessing FCR

FCR is accessed through Docs within FIA Tech’s Accelerate platform. To access data available within FCR:

1. Sign into Accelerate
   • PROD
   • PSIM
2. Select the Docs application link in the top banner of the screen
3. FCR documents can be accessed and worked on using the below tabs in Docs
   • Documents
   • Products & Rates
   • Users & Parties

System Navigation

Documents Menu

Users can initiate and search FCR documents from the 'Documents’ tab under Docs.

• Initiate: Initiate screen allows users to initiate new FCR Documents
  • User should select Fees & Commissions Schedule (FCR) to initiate FCR documents. 
• Search: The Search screen will open by default. Document search screen allows users to search and open documents for review.
  • User should select the FCR tab to search for FCR Documents

Products & Rates Menu

Users can browse for rate schedules, create new rate schedules, and reference product data and exchange membership information from the Products & Rates tab under Docs.

• Rate Schedule Library: Browse or search for available Rate Schedules or build/ upload new Rate Schedules. The Rate Schedule template is available for download here as well.
  • User should select the Fees & Commissions tab to open the FCR library 
• Products: Product reference data can be found here. A library of Exchanges, Product Groups, Products, Names, types, currencies, etc. can be viewed in this screen or downloaded in an Export. This is the product information used to build a rate schedule.
• Exchange Membership: Exchange membership and membership names/ types are available in the Exchange Membership table. This reference data is considered in calculation of Exchange & Clearing Fees.

Users & Parties Menu

Users can manage party settings and create and manage user permissions from the Users & Parties tab under Docs.

• Directory: Search directory for counterparty contacts, associated parties, and other contact details
• Manage Parties: FCR Party admins can search for Parties they are permission to and manage Party settings from this page. 
• Manage Users: FCR User admin can add new users, manage user permissions and search for existing users from the page.