Account password settings

1. open the Settings form (Fig. 1.1);
2. enter old password (Fig. 1.2);

3. enter new password (Fig. 1.3);

   The new password must meet the following strength requirements:
   

   • consist of at least ten characters;
   • contain Latin uppercase and lowercase letters and numbers. 
4. confirm new password (Fig. 1.4); 
5. click Change Password (Fig. 1.5).

Fig. 1 – password change

Password has no expiration term. However, if the password has been changed by technical administrator, the Password has expired form will apeear, and user will need to enter new password (see Fig. 2.1), then repeat the password (Fig. 2.2) and click OK.

Fig. 2 – password change after its expiry 

If you forgot the password, contact the technical administrator to create a new password.

Information display settings

Fig. 3 – Preparation form

For the convenience of working with information the user can do some display settings. Settings are configured using the toolbar, located above the main table (see Fig. 3.2). The toolbar differs depending on the form. All possible buttons are described in Table 1.

Table 1 – Description of the function panel buttons

 

Button	Configuration
	Configures the number of rows displayed in the table. After selecting option from the drop-down list it is applied automatically
	Configures displayed columns. After selecting option from the drop-down list it is applied automatically
	Configures filters for the table. Clicking on the button opens a block of filter settings
	Updates table by the selected filters
	Marks all rows as read
	Saves all table rows from all pages in one CSV file
	Switching between the rows of the table
	Goes to a defined page. Enter a page number in this field, then click the arrow button to go to that page
	Switching between pages

The order of data display in the table can be changed by clicking on the column header. A click on the header will display a graphic element that suggests the corresponding order of data display.

 

Fig. 4 – changing the order of data display

Clicking on the number column will place table rows in ascending or descending order, clicking on the date column will display rows in order of their appearance or starting from the earliest message, clicking on the text data column will display table rows in alphabetical order or not.

Threads of inactive master agreements are highlighted in yellow. Master agreements treated as inactive in cases when they has been terminated or not registered yet (not confirmed by counterparty).

The name of user’s company that plays a role in the thread (under the master agreement the thread belongs to) is written in green.

Viewed message threads are written in gray.

 

Settings of displayed columns

The  button is used to configure a set of displayed columns. The form of table settings, as exemplified by the master agreement table settings, is presented in Fig. 5.

Fig. 5 – master agreement table settings

The Show hidden column data checkbox controls the display of unmarked columns in additional table rows. The Displayed columns list defines a set of displayed columns. Closing a form automatically applies the specified settings. The example of a table in case if the Show hidden column data box is unchecked, and some of the Displayed columns checkboxes are unchecked, is shown in Fig. 6.

Fig. 6 – example of master agreement table settings (if the Show hidden column data box is unchecked)

Example of a table if the Show hidden column data box is checked is shown in Fig. 7.

Fig. 7 – example of master agreement table settings

Filter settings

Clicking on  opens a block of row filters settings for the main table. Depending on the form content, filter settings can be different. Fig. 8 shows an example of a filter settings block for the Processing form of the Registration section.

Fig. 8 – filter settings block for the Processing form 

The principle of filter settings is the same for all forms. Filter parameters are selected in the settings block, as a result the table displays information meeting the specified conditions. As exemplified by the Processing form, rows can be filtered by the following criteria:

• by instruments;
• by transaction number;
• by a date range;
• by a set of master agreements;
• by a set of participants.

To make the main table of the form display records by certain master agreements you need to:

1. click on  on the filter settings bar. This will open the form of filtering master agreements, which contains the list of master agreements, divided by the participants (Fig. 9);
   
   Fig. 9 – example of master agreement filtering block

     2.  select participants, associated with the defined master agreements by checking the appropriate boxes;
     3.  choose master agreements by checking the boxes.

Then click  to apply filtering.

To start viewing messages, the master agreements of which have the necessary parties playing certain roles, click on the button  on the filter settings bar, and in the window that opens (Fig. 10), select the party by activate the checkbox. Then you need to refresh the table using the button .

Fig. 10 – selecting the party