Course Description

This course introduces participants to workflows in Calypso. The course reviews the fundamental aspects of the workflow configuration, including:

  • Configuring workflows
  • Tasks, STP, & Rules
  • 4 eye principal
  • Breakdown of transfers, messages, & postings



Course curriculum

  • Workflow Overview

    • Workflow Overview of Process & General Principles

    • Configuring Workflows

    • Task, STP and Rules

    • Workflow and Four Eye Principle

    • Four Eye Principle

    • BiaB Tradeworkflow

    • Introduction to BiaB and Automated Process Walkthrough

    • Manual Process Walkthrough

  • Generation and Breakdown of Components Overview

    • Generation and Breakdown of Transfers

    • Generation and Breakdown of Messages

    • Generating Trade & Transfer Related Messages

    • Generation and Breakdown of Postings

  • Assessment

    • Test Your Knowledge

  • Appendix

    • Workflows & Trade Lifecycle

    • Transfers & Netting