User Settings
The User Settings window allows copying properties and column configurations from various windows between users.
From the Calypso Navigator, navigate to Configuration > User Access Control > User Settings to bring up the User Settings window.
| » | You can modify the "Trade Capture" preferences as needed. The various search components are described below. Click Save when you are done. |
You can also copy "Trade Capture" preferences between users.
| » | "Trade Blotter" and "Uncategorized" preferences are saved by the system when a user chooses preferences in the corresponding window. They should not be modified here. They can be copied between users however as described below. |
1. Copying Preferences
| » | Select a user and a To User, and select a set of preferences as needed. |
| » | Click Copy All or Copy Selected to copy the preferences to the To User. |
Ⓘ [NOTE: When copying preferences between users, the preferences of the To User will be overridden. Also, copied preferences will be lost when the To User saves new preferences in a window]
2. Trade Capture Preferences
"Trade Capture" preferences allow configuring the search capability for various components.
Counterparty Search
The FX Deal Station allows searching for counterparties as shown below.
You can configure the display of the search table under Counterparty Search.
| » | Check "Field Display" to display the corresponding column value in the Counterparty field. |
| » | Check "Table Display" to display the corresponding column in the search table. |
| » | Check "Search" to search the corresponding column. |
Account Search
In the context of ETD Clearing, the Pricing Sheet allows searching for client accounts.
You can configure the display of the search table under Account Search.
| » | Check "Display" to display the corresponding column in the search table. |
| » | Check "Search" to search the corresponding column. |
Book Search
The FX Deal Station allows searching for internal books and trading books.
You can configure the scope of the search under Book Search.
| » | Select All, Favorites Only, or Favorites Then All. |
Bond Search
Not currently available.
Equity Search
Not currently available.
Listed Search
The Listed Contract windows allow searching for listed contracts.
You can configure the display of the search table under Listed Search.
| » | Check "Display" to display the corresponding security code in the search table. |
| » | Check "Search" to search the corresponding security code. |
3. Trade Blotter Preferences
"Trade Blotter" preferences are saved by the system when the user chooses preferences in the Trade Blotter.
These preferences should not be modified here. They can be copied to another user however as needed.
Trade Blotter Preferences
| Preferences | Description |
|---|---|
| Viewers | List of viewers selected by the user: workspaces, books, trade filters, bundles, and counterparties. |
| Trade Blotter Preferences | Menu items selected by the user: Real-time trade, panel selection, total view. |
| Trade Blotter Columns | Columns selected by the user. |
| Speed Buttons | Speed buttons selected by the user. |
| View Configuration | View templates selected by the user. |
| Other Configuration | Technical property - Versions of view templates. |
| Colors | Status colors selected by the user. |
You can refer to Calypso Trade Blotter documentation for complete details on these preferences.
4. Properties and Columns Preferences
"Properties and Columns" preferences are saved by the system when the user chooses preferences in the corresponding windows.
These preferences should not be modified here. They can be copied to another user however as needed.
Properties Preferences
| Preferences | Description |
|---|---|
| <window>LastSelectedView |
Last selected view template for the window. |
| <window> |
Technical property - Last window size. Some windows use <window>_WINDOW_SIZE instead. |
| <window>_Template |
Last selected template for the window. |
| <window>_WINDOW_POS |
Technical property - Last position of the window. |
| <window>_WINDOW_SIZE |
Technical property - Last window size. |
| <product type>_RT_FLAG | Real-time flag of the Trade window. |
| BO_TRADE_MESSAGE_SELECTED_TRANSFERS | Last selected "Selected Transfers" flag in the BO Browser window. |
|
BOCashFinancingAction FinancingMultiTradeAction |
Last selected financing action. |
| <product type>/FAVORITE_BOOKS | Favorite books selected for the trade window. |
| <product type>ProductChooserHandlerCurrencies | List of currencies for the product chooser. |
| <product type>ProductChooserHandlerTab | Number of tabs for the product chooser. |
| <product type>ProductChooserHandlerType | List of product types for the product chooser. |
|
<window>TemplatePanel. INV_POS_DATE_TYPE INV_POS_TYPE IS_BASKETS_PROCESS IS_MARGIN_CALL_PROCESS IS_OTC_PROCESS IS_POSITION_PROCESS Agent Aggregation Only CARepoedPLPosition Filter Display Show Log Process |
Last inventory position criteria selected for the window. |
| CalypsoJideSplitPane_<window> | Technical property - Panel split size. |
| calypsouser.split_<window> | Technical property - Panel split size. |
| <window>_HISTORY_TAB | History tab display in the trade window. |
| <window>_STATUS_BAR | Status bar display in the trade window. |
| CDS_RATE_IN_BP | Technical property - Default CDS rate format. |
| ContactType | Technical property - Default contact type. |
| CorporateActionFrameDefaultTab | Technical property - Default tab of the Corporate Action window. |
| <legal entity rle>/FAVORITE_CPTYS | Favorite counterparties for the trade window and role. |
| <curve>SelectorStartDate | Last selected start date in the curve selector. |
| CWSRiskShortcutIndices | Not used. |
| CWSTradeShortcutIndices | Trade speed buttons selected in CWS. |
| DealStationCompositionRole | Last selected role in FX Deal Station. |
| DealStationPersona | Last selected persona in FX Deal Station. |
| needToDoInterestCleanup.<product type> | Last selected value of Interest Cleanup in product Termination. |
| PositionKeeper<criteria> |
Last selected criteria in Position Keeper. |
| PricingSheet<preferences> |
Pricing Sheet preferences. Please refer to Calypso Pricing Sheet documentation for details on these preferences. |
| QuickSearchWindowIdType |
Last selected object in the Quick Search window. |
Columns Preferences
| Preferences | Description |
|---|---|
| <window>_COLS |
Last selected columns for the window. |
| <product type> Pricing | Last selected pricer measures in Trade window. |
| <task station tab> | Last selected columns for Task Station tab. |
| <product type> CF | Last selected cashflow columns in Trade window. |
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