manual for the access to mystandards€¦ · ﺍif a swift or mystandards account is already...
TRANSCRIPT
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MyStandards Introduction
Step-to-step manual for registration and access
Additional information on how to use MyStandards
and its major functionalities
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Content
ا Create account
− Swift.com account
− MyStandards account
ا MyStandards Login
ا MyStandards home screen and T2 Group
ا How to access the TCCG-Communities
ا MyStandards User Management
ا TCCG Community
ا Access to usage guidelines
ا Usage guidelines and major functionalities
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Creation of accounts – two possible ways
ا Access to MyStandards is possible via
− Swift.com account or
− MyStandards account facilities.
ا In the following slides you may find descriptions how to create an account and how to
login in MyStandards
ا If a SWIFT or MyStandards account is already available you may continue to
MyStandards Login
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ا Go to www.swift.com
ا Possibility to access mySWIFT
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Create account – SWIFT.com account I
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ا Follow instructions
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Create account – SWIFT.com account II
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ا https://www.swift.com/our-solutions/compliance-and-shared-services/mystandards
ا Klick on „login to MyStandards“ and then „Create Account“
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Create account – MyStandards account I
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Create account – MyStandards account II
ا Follow instructions
ا 2-setp verification for every log-in (e-mail)
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Mystandards Login
ا If SWIFT or MyStandards account exists a direct login in MyStandards is enabled
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MyStandards home screen and T2 Group
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ا Interested users will find the T2 Group on the homescreen of MyStandards
ا Please click on the group to proceed
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How to access the TCCG-Communities (I)
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ا Please type in the search-bar “TCCG” to search for the TCCG-Communities
ا The search result will show you the TCCG-RTGS and TCCG-CLM communities
ا Please do not request for membership in Sub-groups.
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How to access the TCCG-Communities (II)
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ا Interested users have to request for membership request for RTGS and CLM open
communities (reason is not mandatory)
ا Access will be granted automatically
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How to access the TCCG-Communities (III)
ا After the successful membership request the user has access to the usage guidelines
which are shared with the TCCG-Community
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MyStandards User Management ا User management is done in My Profile (man icon)
ا Users have view on accessible communities
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TCCG Community
ا Usage guidelines will be first drafted and then shared in collections in the TCCG-RTGS
and TCCG-CLM communities
ا Within the communities there are the previous and the latest version of each message
usage guideline shared
ا Descriptions will help to navigate to the desired UDFS version
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Access to usage guidelines
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ا Usage guidelines are shared in collections
ا Access is restricted to TCCG communities
ا Available usage guidelines are customised by 4CB
ا Set-up of a collection may change in matters of different needs per service
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Usage guideline (I) - screen view
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ا The screen offers
several options:
ا Message Examples
ا Result view =
customization result
ا Compare*
ا Annotation = Service
specific usage guideline
ا Business Rule IDs (to
be found in UDFS as
Validation Rule IDs)
*The compare functionality is not available for single usage guidelines. Please refer to slides 19 & 20 for
the detailed description of the compare functionality.
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Usage guideline (II) - comments
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ا Comment functionality:
ا Comments – overview comments:
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Usage guideline (III) - export functionality
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ا Compare functionality offers the facility to compare usage guidelines of the same
message type but different UDFS versions
ا Users have to select first the previous version of the message and put it to „my selection“
ا Afterwards users have to select the latest version of the message and put it to „my
selection“ as well
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Usage guideline (IV) - compare functionality 1
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ا „My Selection“ (folder icon) will show that two usage guidelines
are selected (klick on it for next step)
ا Users can select from different batch operations to start and view the comparison
ا If comparison is finalized please empty „My Selection“ (by klicking on the both red x or
„Empty the selection“) and restart the process for another comparison activity
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Usage guideline (IV) - compare functionality 2