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

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FpML Editor/Viewer Tutorial

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Page 1: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

FpML Editor/Viewer Tutorial

FpML Editor/Viewer Tutorial

Page 2: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

FpML Editor/ViewerFpML Editor/Viewer• Version 2.1

Page 3: FpML Editor/Viewer Tutorial. FpML 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

Page 4: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

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.

Page 5: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

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

Page 6: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

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.

Page 7: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

• From web• From local file system• Demonstration of outlining features• Confirmation style

Page 8: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 9: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 10: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 11: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 12: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 13: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 14: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 15: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Opening and Viewing files

Opening and Viewing files

Page 16: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

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

Page 17: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Editing filesEditing files

Page 18: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Editing filesEditing files

Page 19: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Editing filesEditing files

Page 20: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Editing filesEditing files

Page 21: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Editing filesEditing files

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Editing filesEditing files

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Editing filesEditing files

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Editing filesEditing files

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Editing filesEditing files

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Editing filesEditing files

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Editing filesEditing files

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Editing filesEditing files

Page 29: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Saving filesSaving files

• To local file system• To web

Page 30: FpML Editor/Viewer Tutorial. FpML Editor/Viewer Version 2.1

Saving filesSaving files

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Saving filesSaving files

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Saving filesSaving files