Docs

Brokerage Integration

• Non-Executed Agreements Matching to Brokerage Volume

Clearing Accounts

• Bulk Editing Clearing Accounts in the Clearing Account Library
• Suggested Agreements in the Clearing Account Library
• Clearing Account Report
• Managing Clearing Accounts in Clearing Account Library
• Managing Clearing Accounts on Agreements in Docs
• Clearing Account Best Practices

Dashboard Widgets

• Docs Pending Actions
• Docs Stats & Docs Stats Over Time
• Agreement Search

Give-In Limit Repository (GLR)

• Limits & Conditions Center - Setting Party Defaults
• Limits & Conditions Center - Applying Limits & Conditions to Agreements
• User Permissions - Limits & Conditions Composer
• Agreement - Managing Limits & Conditions - Clearing Broker

Give Up Agreement Transfer Process

• Give-Up Agreement Transfer Protocol Adoption - Non-Conformed Parties
• 2018 FIA Tech Give-Up Agreement Transfer Protocol FAQ
• Sending a Transition Notice using Docs
• Give-Up Agreement Transfer Protocol Adoption - Conformed Parties

Agreement Workflow

• Executing Accounts - Adding Multiple Accounts to a Single Agreement
• Initiating a Give Up Agreement in Docs
• Non-STP Remediation - Amending Docs Agreements
• Update Agreement Template Version when Amending Agreements
• Docs - Upload Agreements
• Docs Agreement State Definitions

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Agreement Search Tools

• Workstream Status Overview & Report
• Docs Search - Party Details
• Docs Search - Accounts
• Docs Agreement - Date Search
• Docs Agreement Report

Rate Schedules

• Rate Schedule Creation in Docs
• Rate Schedule Library
• Rate Schedule Builder - Bulk Edit Tools
• Docs - Supported Execution Methods - Tag 1031
• Compare Rate Schedules in Docs
• PDF Rate Schedules

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Supporting Documentation

• Agreement Library - Legal Templates

User and Party Administration

• Inactive Parties
• Enabling Agreements for Downstream Systems - Atlantis & GPS
• Docs Counterparty Report
• Docs User Directory
• Managing Agreement Contacts in Docs
• Adding a New Docs Party

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Upcoming System Developments and Release Notes

• PSIM User Testing - Supported Products
• Archived Docs Release Notes
• Upcoming Docs System Developments
• Docs Release Notes

Product Data

• Docs Product Abbreviation and Acronym Guide
• Docs Product Report
• Docs Exchange Code to MIC Mapping Report
• ICE Futures CA - Canola Product Migration
• ICE Futures EU - Product Migration

Docs API

• Updating REST API Credentials
• Tag 1031 Execution Type Changes September 30th, 2019
• TLS Cipher Decommissioning - September 2nd, 2019
• SOAP API Decommissioned - June 2020
• REST API Overview Webinar - Tuesday, Jan. 22nd
• REST API Technical Documentation

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