fpml editor/viewer tutorial. fpml editor/viewer version 2.1

FpML Editor/Viewer Tutorial

FpML Editor/Viewer Tutorial

FpML Editor/ViewerFpML Editor/Viewer• Version 2.1

Summary of Features (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)

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 double-clicking or by browsing it in.

Summary of Features (3)

Summary of Features (3)

• Product support– Most IR Derivative, Credit derivative, Equity derivative, FX

products covered in FpML 1.0 - 4.1. • 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)

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

Opening and Viewing files

• 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

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 filesEditing files

• Create new product (based on defaults)• Demonstration of

– Drop down selectors– Radio buttons for case selection– Quick entry of numbers– Displaying FpML

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Editing filesEditing files

Saving filesSaving files

• To local file system• To web

Saving filesSaving files

Saving filesSaving files

Saving filesSaving files