Course Description

To settle any flows in Calypso, Settlement and Delivery Instructions (SDIs) or otherwise known as Standard Settlement Instructions (SSIs) are required. This course teaches users about SDIs, which organizations (Calypso ‘legal entities’) are involved in settlements, and how cash and securities are transferred between the parties based on the settlement method. In addition, users will learn how to use Calypso’s applications to define Settlement and Delivery Instructions.

Course curriculum

  • Overview and Configuration

    • Settlement Instructions- Overview and Configuration

    • Settlement Delivery Instructions

    • Hands On

    • Test Your Knowledge

  • Appendix

    • Legal Entity - Presentation

    • Legal Entity Setup