Docs
Fees and Commissions Repository (FCR)
- Fees and Commissions Repository
- Accessing FCR and System Navigation
- FCR User Management
- FCR Party Settings
- Types of FCR Documents
- FCR Document Overview
Brokerage Integration
Clearing Accounts
Dashboard Widgets
Give-In Limit Repository (GLR)
Give Up Agreement Transfer Process
Agreement Workflow
- Executing Accounts - Adding Multiple Accounts to a Single Agreement
- Bulk Agreement Initiation in Docs
- Initiating a Give Up Agreement in Docs (Including Advanced Initiation)
- Non-STP Remediation - Amending Docs Agreements
- Update Agreement Template Version when Amending Agreements
- Docs - Upload Agreements
Agreement Search Tools
- Rate Schedule Report - Cross Reference Symbology
- Rate Schedule Report
- Executing Account Report
- Workstream Status Overview & Report
- Docs Search - Party Details
- Docs Search - Accounts
Rate Schedules
- Rate Schedules - Available Rate Schedule Enumerations
- Rate Schedule Creation in Docs
- Supported Products - Overview and Workflow Details
- Rate Schedule Library
- Rate Schedule Builder - Bulk Edit Tools
- Docs - Supported Execution Methods - Tag 1031
Supporting Documentation
User and Party Administration
- Managing Agreement Preferences and Agreement Billing Details in Docs
- Docs Administrator Functionality
- Inactive Parties
- Enabling Agreements for Downstream Systems - Atlantis & GPS
- Docs Counterparty Report
- Docs User Directory
Upcoming System Developments and Release Notes
Product Data
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