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FpML Editor/Viewer Tutorial

FpML Editor/Viewer Tutorial. FpML Editor/Viewer. Version 2.1. Summary of Features (1). Open FpML trade documents From local file system From Web Created new from samples View or Edit trade documents Uses drop down lists and radio buttons to select values and cases where possible

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FpML Editor/Viewer Tutorial

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  1. FpML Editor/Viewer Tutorial

  2. FpML Editor/Viewer • Version 2.1

  3. Summary of Features (1) • Open FpML trade documents • From local file system • From Web • Created new from samples • View or Edit trade documents • Uses drop down lists and radio buttons to select values and cases where possible • Save documents to: • Local file system • Web server

  4. Summary of Features (2) • Launch page features • List of FpML examples and built in trade types • Viewer and editor features • Outlining mode for navigating complex documents • Appearance can be customized using CSS • Layout/captions can be customized using templates • Auto-launch • Allows editor to be invoked automatically when a saved FpML file is loaded into IE, e.g. by double-clicking or by browsing it in.

  5. Summary of Features (3) • Product support • Most IR Derivative, Credit derivative, Equity derivative, FX products covered in FpML 1.0 - 4.1. • Swaps, caps/floors, swaptions • Mandatory and optional early termination • Cancellation and extension clauses • FX spot, forward, swap, and options • FX barrier, digital, and average rate options • Equity Derivative Forwards/Swaps • Credit Default Swaps • Limited Schemes Support • New product/feature support can be added using templates

  6. Summary of Features (4) • It supports FpML versions 1.0 - 3.0, v 4.0 IRD, FX, and CD, and v 4.1 EQD. • supports FpML documents embedded within other XML formats. • Some FpML 4.0 message types supported. • ISDA-confirmation style display mode, providing a format similar to an ISDA confirmation. • Built in schema validation for generated documents.

  7. Opening and Viewing files • From web • From local file system • Demonstration of outlining features • Confirmation style

  8. Opening and Viewing files

  9. Opening and Viewing files

  10. Opening and Viewing files

  11. Opening and Viewing files

  12. Opening and Viewing files

  13. Opening and Viewing files

  14. Opening and Viewing files

  15. Opening and Viewing files

  16. Editing files • Create new product (based on defaults) • Demonstration of • Drop down selectors • Radio buttons for case selection • Quick entry of numbers • Displaying FpML

  17. Editing files

  18. Editing files

  19. Editing files

  20. Editing files

  21. Editing files

  22. Editing files

  23. Editing files

  24. Editing files

  25. Editing files

  26. Editing files

  27. Editing files

  28. Editing files

  29. Saving files • To local file system • To web

  30. Saving files

  31. Saving files

  32. Saving files

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