Transcript 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
• Save documents to:
– Local file system
– Web server
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 doubleclicking or by browsing it in.
Summary of Features (3)
• Product support
– Most IR Derivative, Credit derivative, Equity
derivative, FX products covered in FpML 1.0 - 4.1.
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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
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.
Opening and Viewing files
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From web
From local file system
Demonstration of outlining features
Confirmation style
Opening and Viewing files
Opening and Viewing files
Opening and Viewing files
Opening and Viewing files
Opening and Viewing files
Opening and Viewing files
Opening and Viewing files
Opening and Viewing files
Editing files
• Create new product (based on defaults)
• Demonstration of
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Drop down selectors
Radio buttons for case selection
Quick entry of numbers
Displaying FpML
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Editing files
Saving files
• To local file system
• To web
Saving files
Saving files
Saving files