Docs

Bulk Actions Center

• Bulk Action Center Overview

2023 FIA Tech Regulatory Protocol & BRRD Supplement

• 2023 FIA Tech Regulatory Protocol – Protocol Adoption - In-Application Adoption
• 2023 FIA Tech Regulatory Protocol - FAQs
• 2023 FIA Tech Regulatory Protocol & BRRD Supplement - PDF & Word Copies
• Webinars - Regulatory Protocol & BRRD Solution
• 2023 FIA Tech Regulatory Protocol – Protocol Adoption - Adoption Letter
• 2023 FIA Tech Regulatory Protocol Adoption - Non-Conformed Parties

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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

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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 Workstream Status Widget
• 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 & Revoking Limits & Conditions to Agreements
• User Permissions - Limits & Conditions Composer
• Agreement - Managing Limits & Conditions - Clearing Broker

Give Up Agreement Transfer Process

• 2018 FIA Tech Give-Up Agreement Transfer Protocol - PDF and Word Copies
• Give-Up Agreement Transfer Protocol Adoption - Non-Conformed Parties
• Docs Transition Center
• 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
• Bulk Agreement Initiation in Docs
• Initiating a Give-Up Agreement in Docs
• Non-STP Remediation - Amending Docs Agreements
• Update Agreement Template Version when Amending Agreements
• Docs - Upload Agreements

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Agreement Search Tools

• Rate Schedule Report - Cross Reference Symbology
• Rate Schedule Report
• Executing Account Report
• Approval Status Overview & Report
• Docs Search - Party Details
• Docs Search - Accounts

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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

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Supporting Documentation

• Updated Terms & Condition: Exhibit A - September 15th, 2022
• Docs Adherence Agreement
• 2021 EFRP Agreement Templates - FAQs
• Agreement Library - Legal Templates

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

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Upcoming System Developments and Release Notes

• Archived Docs Release Notes
• Upcoming Docs System Developments
• Docs Release Notes

Product Data

• Docs Product Update - OMX 30 Code Alignment
• CME - Eurodollar to SOFR Product Updates
• Eurex - Product Group Update (FSEG)
• SGX - Nifty Product Migration
• Databank Contract Specs for Docs Users
• ICE Futures EU - ENDEX Emissions Product Migration - June 7th

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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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