Exercise 1 Search Institutions
Contents
1. Click Add The selected contacts are moved from the All Contacts box to the Billing Contacts box on the right and will now appear as billing contacts on this party s Agreement Contact Lists as Billing Contacts Select one or more contacts in the Billing Contacts box Click Remove The selected contacts are moved from the Billing Contacts box to the All Contacts box on the left and will no longer appear on this party s Agreement Contact Lists as Billing Contacts Click Save 4 2 Set Broker Visibility for Customer and Trader Parties Only NARA On the main menu click Admin Search Institutions amp Parties The search page displays Search for the desired party Click the hyperlinked Party Name The Maintain Party Details page displays Click the hyperlinked Permissions tab at the top of the page The Maintain Party Permissions page displays In the Broker Visibility panel All Brokers box select one or more institutions and or parties e Click the plus icon to expand the list of parties for a selected institution e Click the minus icon to collapse the list of parties for a selected institution e select or deselect all parties for an institution select the checkbox next to the institution name e select or deselect individual parties within an institution click the plus icon next to the institution to display all parties for that institution and select or deselect the checkboxes for individual parties2. Details 12 7 2 Set Reset Contact EGUS User Password sse enne 12 7 3 Access the Maintain Contact Permissions 12 7 4 Assign a Party Contact EGUS User as a Firm 13 7 5 Assign Permissions Roles to a Contact EGUS User for 13 Exercised Maintain n ette eec noe taedet daga me irc e eadem x edo eed du aaa aaa aaae 14 841 Maintain Contact 44220000001 manaa nanntu sedes dala wwa 14 8 2 Maintain Contact Permissions 14 9 FIA Administrator Only Functions 15 91 Add New 0 44000 0 15 9 2 Change Institution Status Make Active 15 9 3 Manage Signed User Agreements for a 24 0 2 0 1 00 eene 15 9 4 Indicate Party Type Customer Trader 16 3 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 Document Overview Welcome to the training exercises for users of the FIA Electronic Giv
3. GUS to allow the user to set their initial password and anytime the need arises for a user to reset their password during ongoing system use Click the Reset Password button to send email to the user that contains a link that the user clicks to set their password Click Save 7 3 Access the Maintain Contact Permissions Page HAA A On the main menu click Admin Search Contacts Search for the contact who system usage permissions you want to maintain Click the hyperlinked Last Name The Maintain Contact Details page displays Click the hyperlinked Permissions tab at the top of the page The Maintain Contact Permissions page displays 12 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 7 4 Assign a Party Contact EGUS User as a Firm Administrator On the Search Contacts page look up and select the Contact you want to enable as an Admin for an institution The Contact s information displays on the Maintain Contacts Details page Click the Permissions tab Select the Enable Institution Admin Access checkbox for that Contact Click Save This contact can now perform all firm Administrator functions for this Institution 7 5 Assign Permissions Roles to a Contact EGUS User for Parties On the Search Contacts page look up and select the Contact for whom you want to assi
4. S i e make it Inactive Click Save 9 3 Manage Signed User Agreements for a Party NARA On the main menu click Admin Search Institutions amp Parties Access the party from the institution s party list or search for the party you want Click the hyperlinked Party Name The Maintain Party Details page displays Click the hyperlinked Permissions tab at the top of the page The Maintain Party Permissions page displays Select the User Agreement Signed checkbox Enter the name of the person who signed the agreement in the Signed by field Enter the date the agreement was signed in the Signed on field Enter the FIA Vendor ID for this party in the Vendor ID field This field is required for the FIA Billing Reports Click Save 15 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 9 4 Indicate Party Type Customer Trader Broker On the main menu click Admin Search Institutions amp Parties Access the party from the institution s party list or search for the party you want Click the hyperlinked Party Name The Maintain Party Details page displays Click the hyperlinked Permissions tab at the top of the page The Maintain Party Permissions page displays To indicate that a party is Customer Select the Party is a Customer and Customer must maintain Broker visib
5. WA Wo Ww 2 FIA EGUS Administrator Training Exercises V1 0 Copyright Unpublished work 2007 Markit Group Limited This work is an unpublished copyrighted work and contains confidential information Only authorized users are permitted to access this work Any unauthorized use disclosure reproduction or dissemination in full or in part in any media or by any means without the prior written permission of Markit Group Limited will subject the unauthorized party to civil and criminal penalties Trademarks Mark it Markit Markit Loans Markit RED and Markit Connex are trademarks of Markit Group Limited Other brands or product names are trademarks or registered trademarks of their respective holders and should be treated as such Data Services Agreement and Use Restrictions You are bound by the terms and conditions of the Data Services Agreement as agreed to by your employer or its affiliate In particular access to the Markit website is limited to the number of locations and to the number of users specifically set forth in such Data Services Agreement whether such use is through physical transfer of a copy electronic access through a wide area network of any description or by any other means whatsoever The Markit system and website contain trade secrets Accordingly you are expressly prohibited from i modifying translating reverse engineering or disassembling any of the i
6. as desired Click Add The selected contacts are moved from the All Brokers box to the Approved Brokers box on the right These Brokers can now include this party on their Give Up Agreements and they can view this party s information on EGUS screens Select one or more Brokers in the Approved Brokers box Click Remove The selected Brokers are moved from the Approved Brokers box to the All Brokers box on the left These Brokers will no longer be able to add this party to their Give Up Agreements and these Brokers will not be able to view this party s information on EGUS screens Click Save 9 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com ld rk FIA EGUS Administrator Training Exercises V1 0 Exercise 5 Maintain Party 5 1 Maintain Party Details On the main menu click Admin Search Institutions amp Parties The Search page displays Look up the party you want to maintain Click on the party name The Maintain Party Details page displays Update the information as necessary Click Save 5 2 Maintain Party Permissions On the main menu click Admin Search Institutions amp Parties The Search page displays Look up the party you want to maintain Click on the party name The Maintain Party Details page displays E SERIE Click the Permissions tab link at the top of the page The Maintain Party Permissions page displays Update the infor
7. e Up Agreement System EGUS This section provides an overview of the exercises covered in this document Assumptions The EGUS Administration training exercises assume that you have e Atleast a basic understanding of Futures Industry Give Up Agreements Access to the FIA EGUS Administrator Guide which provides detailed instructions for using specific EGUS Admin pages and functions User Exercises 2 NOTE Admin user login accounts and data will be provided in training classes The Admin user exercises included in this document include the actions listed below For the Firm Administrator s Institution Parties and Contacts Maintain Institution Details e Add and Maintain Party Details i e for Agreement Counterparties e Add and Maintain Party Permissions i e Broker Visibility for Customers and Traders e Add and Maintain Contact Details i e for Contacts and Systems Users at an Institution e Add and Maintain Contact Permissions i e System User Roles and Contact Notifications for each Party at an Institution For the FIA Administrator Add New Institution e Change Institution Status Active or Inactive e Indicate User Agreement Signed for a Party Compliant and Non Complaint Parties e Set Party Type Customer Trader Broker e Generate Billing Reports For the Markit CRT Support Staff Super User Administrator e All of the above tasks in response to user and admin help requests and the added ability to dele
8. gn permissions The Contact s information displays on the Maintain Contacts Details page Click the Permissions tab Select the Reader Processor and or Approver role checkboxes for the roles you want to assign to this user for each party listed for this institution Select the Alert on Execution checkbox if you want this user to receive notification when agreements are executed for the selected party Click a Select All checkbox in the first row below the column headings of Reader Processor Approver and or Alert on Execution to select assign that role to this user for all parties in the list Deselect it to deselect the checkboxes selected for that role for all parties Click Save 13 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com ld rk FIA EGUS Administrator Training Exercises V1 0 Exercise 8 Maintain Contact 81 Maintain Contact Details On the main menu click Admin Search Contacts The Search page displays Look up the contact whose detail information you want to maintain Click on the contact last name The Maintain Contact Details page displays Update the information as necessary Click Save 8 2 Maintain Contact Permissions On the main menu click Admin Search Contacts The Search page displays Look up the contact whose permissions you want to maintain Click on the contact name The Maintain Contact Details page displa
9. ility checkbox Trader Select the Party is a Trader and Trader must maintain Broker visibility checkbox Broker Do NOT select either the Customer or Trader checkbox 2 IMPORTANT NOTE If a party is not selected as a Customer and or a Trader EGUS assumes it is a Broker Click Save 16 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com
10. lick the Select Institution drop down list and select the institution for which you want to create this new party Only institution s where you are the Firm Administrator display in this list Click the Copy from Parent Institution checkbox to insert this party s parent institution s Billing Address as this party s Billing Address Type or validate the mailing address for this party the fields provided A drop down list of valid country codes is provided Type the email address in the Documentation Contacts Group Email Address field In the Documentation Contacts panel All Contacts box select one or more contacts Click Add The selected contacts are moved from the All Contacts box to the Documentation Contacts box on the right and will now appear as documentation contacts on this party s Agreement Contact Lists as Documentation Contacts Select one or more contacts in the Documentation Contacts box Click Remove The selected contacts are moved from the Documentation Contacts box to the All Contacts box on the left and will no longer appear on this party s Agreement Contact Lists as Documentation Contacts Type the email address in the Billing Contacts Group Email Address field In the Billing Contacts panel All Contacts box select one or more contacts 8 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0
11. ll parties for the current institution The Search Institutions amp Parties page displays with the list Click Back to return to the Maintain Institution or perform additional searches on the Search Institutions amp Parties page 6 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com ld rk FIA EGUS Administrator Training Exercises V1 0 Exercise 3 Search Parties On the main menu click Admin Search Institutions amp Parties The Search page displays In the Filters panel select the Party option in the Search for selection area Click in the Name field and enter the entire name or just the beginning of the name of the party you want to find Click Search The results of your search display in the Party list on the right side of the page Under Party click a hyperlinked Party Name The Maintain Party Details page displays with the information for the selected party Click Cancel to return to the Search Institutions amp Parties page 7 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 Exercise 4 Add New Party 4 1 Add Party Details On the main menu click Admin Search Institutions amp Parties The Search page displays Click the New button above the Party area of the page The Maintain Party Details page display
12. mation as necessary Click Save 9 100416 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com ld rk FIA EGUS Administrator Training Exercises V1 0 Exercise 6 Search Contacts On the main menu click Admin Search Contacts The Search Contacts page displays Click in the Filters area and type the first last email address or institution of the contact you want to find Use Institution to find all contacts for an institution Click Search The results of your search display in the list in the data table in the lower portion of the page Click the hyperlinked contact Last Name to view details The Maintain Contacts Details page displays Click Cancel to return to the Search Contacts page Under Institution click the hyperlinked Institution Name The Maintain Institution Details page displays Click Cancel to return to the Search Contacts page or select a new page 11 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 Exercise 7 Contact and Permissions 7 1 RA A RAAK 9 S Add Contact Details On the main menu click Admin Search Contacts The Search Contacts page displays Under Parent Institution click the Select Institution drop down list and select the institution for which you want to create this new party Only i
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14. nstitution s where you are the Firm Administrator display in this list In the Title field type the contact s business title using upper and lower case characters In the First Name field type the contact s first names In the Middle Name field type the contact s middle name if desired In the Last Name field type the contact s last name In the Email Address field type the contact s email address i e also used as EGUS username 2 NOTE The email address entered in this field is also used as the EGUS username i e to log in to the system and can not be duplicated in the system In the Phone Number field type the contact s business phone number In the Fax Number field type the contact s business fax number Select the Active checkbox the default to make this contact able to use EGUS and available for viewing by other parties in EGUS as per visibility rules Deselect the Active checkbox to make this contact unable to use EGUS and unavailable for viewing by other parties in EGUS Leave the Account Locked checkbox deselected Click the Copy from Parent Institution checkbox if you want to insert the contact s parent institution s Billing Address as the contact s Mailing Address Type or validate the mailing address for this party the fields provided A drop down list of valid country codes is provided 7 2 Set Reset Contact EGUS User Password EGUS Administrators can use this function when a user is first added to E
15. raining Exercises V1 0 Table of Contents Exercise 1 Search Institulions 2 oc eucxc lt lt vie dun va Dro uuo c WAKAKA KAKA KUKAA IKAKAA uu du c VAR 5 Exercise 2 Maintain Inst toliOh coco ddd dewewntduansuieedesandeasauewanedtecnwe 6 2 4 Maintain Institution 0 6 2 2 View Contacts for an Institution 6 2 3 View Parties for an Institution 2 22 044 6 Exercise 3 Search Parties c 0 7 Exercise 4 Add New ALIE 8 41 Add Party 8 4 2 Set Broker Visibility for Customer and Trader Parties 9 5 5 Party a aeaa eaaa Aaaa ae aaa a aaa aaa aaeeea 10 5 1 Maintain Patty Details 10 5 2 Maintain Party Permissions certet e etna ta a erede asado ln A EAEE 10 Exercise 6 Search nnmnnn nnne nnana sa mr aaa 11 Exercise 7 Add Contact and Permissions 12 7 1 Contact
16. rkit be liable for any damages including without limitation direct damages punitive or exemplary damages damages arising from loss of data cost of cover or other special incidental consequential or indirect damages of any description arising out of the use or inability to use the Markit system or website or accompanying documentation however caused and on any theory of liability This user guide may be updated or amended from time to time and at any time by Markit in its sole and absolute discretion and without notice thereof Markit is not responsible for informing any client of or providing any client with any such update or amendment Please regularly check the Markit website to obtain the current version of this manual Any download or distribution of data from the Markit website is subject to restrictions on the use thereof as set forth in the Data Services Agreement entered into between Markit and the client institution through which you were provided a username and password Access to the website is expressly conditioned upon the compliance by each user with the restrictions terms and conditions set forth in its client institution Data Service Agreement It is the responsibility of each user to be familiar with the restrictions terms and conditions contained in the Data Services Agreement 2 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator T
17. s ready for you to add a new party Under Parent Institution click the Select Institution drop down list and select the institution for which you want to create this new party Only institution s where you are the Firm Administrator display in this list In the Party Name field type the full legal name for this party Click the Active checkbox to select or deselect it It is selected by default When selected this party is available to be added to Agreements in EGUS When deselected this party is not available to be added to Agreements in EGUS Under Primary Contact click the Select from All Contacts drop down list and select the contact you want to be the primary EGUS contact for this party Click in number of approvers drop down list to select the number of approvers required for a Give Up Agreement by this party Select 1 or 2 approvers Select the Preferred Initiator Warn other parties that this party prefers to initiate new agreements checkbox if this party prefers to initiate Give Up Agreements in EGUS If you select this checkbox EGUS will warn other parties who try to initiate an agreement with this party Select the This party trades on Italian Exchanges Send reminder for Transitory Agreement at agreement execution checkbox if this party trades on Italian Exchanges If you select this checkbox EGUS will remind you to send a Transitory Agreement upon execution of all agreements for this party Under Parent Institution c
18. s with a list of all contacts for the selected institution Click Cancel to return to the Search Institutions page See the Search Contacts section for more information 5 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 Exercise 2 Maintain Institution 2 1 Maintain Institution Details On the main menu click Admin Search Institutions amp Parties The Search Institutions amp Parties page displays Search for the institution you want to maintain Click the hyperlinked Institution Name The Maintain Institution page displays M Under Primary Contact click the drop down list and select the contact you want to be the primary EGUS contact for your institution Type or validate the mailing address for your institution in the fields provided A drop down list of valid country codes is provided Click Save to save the data you entered Click Back to return to the previous page or select a new page If you click Back without saving first any data you entered will not be saved 2 2 View All Contacts for an Institution M Click View All Contacts to view a list of all contacts for the current institution The View Contact Details page displays with the list Click Cancel to return to the Maintain Institution page 2 3 View All Parties for an Institution Click View All Parties to view a list of a
19. te Institutions Parties or Contacts if unused not covered in this document see the Administrator Guide for details Instructions for how to use these functions are provided in the EGUS online help and Administrator s documentation 4of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 Exercise 1 Search Institutions On the main menu click Admin Search Institutions amp Parties The Search Institutions amp Parties page displays Click in the Search for field and enter the beginning of the name of the institution you want to find Click Search The results of your search display in the list below Under Institution click the hyperlinked Institution Name The Maintain Institution Details page 6 displays Click Cancel to return to the Search Institutions amp Parties page or select a new page Under Parties click the icon for the institution for which you want to view all parties The parties for the selected institution display to the right in the Party area Click a party name to access the Maintain Party page for the selected party see Add New Party Click Cancel to return to the Search Institutions page or perform additional maintenance on the Maintain Party page Under Contacts click the MI icon for the institution for which you want to view all contacts The View Contact Details page display
20. ys Click the Permissions tab link at the top of the page The Maintain Contact Permissions page displays Update the information as necessary M Click Save 14 of 16 Confidential Copyright 2007 FIA and Markit Group Limited All rights reserved www markit com FIA EGUS Administrator Training Exercises V1 0 Exercise9 FIA Administrator Only Functions 9 1 i Add New Institution Click Admin Search Institutions amp Parties on the main menu The Search Institutions amp Parties page displays Click the New button above the institution area of the page The Maintain Institution page opens for you to add a new institution Use the Maintain Institution page for all management functions described in this section Type the Institution Name Select the Active checkbox to enable this Institution in EGUS Click Save 9 2 Change Institution Status Make Active Inactive S Click Admin Search Institutions amp Parties on the main menu The Search Institutions amp Parties page displays Enter your search criteria and click Search The results of your search display in the list below Find the institution you want and click the Institution Name The Maintain Institution page displays with the information for the selected institution Select the Active checkbox to enable this Institution in EGUS i e make it Active Deselect the Active checkbox to disable this Institution in EGU
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