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

  • Introduction

    • Introduction to Workflow

    • Workflow Overview of Process and General Principles

  • Workflow Configuration

    • Calypso Workflows

    • How to create new Workflow

    • Test Case

    • CSRM Trade Workflow

  • Generation and Breakdown

    • Generation and Breakdown of Transfers

    • Generation and Breakdown of Messages

    • Generation and Breakdown of Postings

  • Assessment

    • Test Your Knowledge

  • Appendix

    • Workflows & Trade Lifecycle