User Help System

 

 

What's New

The list below describes the updates made to the CME CORE Help system.

 

Date Topic Description

Dec 29, 2023

Email Support

Changed CME CORE email support from cme.core@cmegroup.com to posttradeservices@cmegroup.com.

Mar 17, 2023

Analysis

Swaptions

Ideal Optimization

PNL report

Deprecated Ideal Optimization.

Removed all references to Swaptions (no longer supported at CME).

Removed all references to Ideal Optimization.

Removed PNL report for FX portfolio.

Mar 7, 2023

Removed old FX instructions

Removed outdated and superseded content.

Mar 1, 2023

FX and F&O Calculator

Rates Calculator

Grouped topics to fall into the two Margin Calculator screens.

Feb 11, 2023

Futures & Options Margin Calculator

  • Changes to screen layout and options.
  • Removed old section for Futures & Options Margin Calculator--New Margin button now includes both SPAN and SPAN 2 options.
  • Defined Cycle Selection options.

Jan 17, 2023

Color and screen reformat

Color and screen reformat to adhere to standards.

Dec 16, 2022

Footer Links

Online version: modified footer's links to Contact Us and Survey.

Apr 27, 2022

Format

Apply new CME formatting standards.

Oct 13, 2021

Login

Redesign of CME Customer Center menus.

Apr 22, 2021

Download Software

SPAN software includes Risk Manager.

Apr 20, 2021

Enhanced Futures and Options

Enhanced User Interface for Futures & Options Margin Calculator

Nov 14, 2019

Home

Updated for new application re-design.

Mar 28, 2019

Home

Updated for responsive design

Mar 22, 2018

CDS

Removed references to Credit Default Swap (CDS) throughout.

Dec 16, 2017

Various

Layout Reference and general upload / download updates.

Sep 8, 2017

Trade Overview

Removed CMECE, for CME Europe decommission.

Jun 23, 2017

All

font and layout updates

Aug 20, 2016

Landing Page / Main Menu > Account Summary

Manage Portfolios > My Cleared Trades

Manage Portfolios

Real Time Margin Dashboard / Account Summary added.

Real time positions (My Cleared Trades) added.

May 24, 2016

  1. Manage Trades
  2. Foreign Exchange
  3. Trade Overview - Swaptions
  4. Trade Overview
  5. Download Center
  6. Rates Calculation
  7. Manage Trades
  8. Trade Validation Errors
  9. Delta Ladder Report
  10. Futures and Options Reports
  11. Interest Rate Swap Margin
  1. Coupon Blending and termination is no longer available.
  2. PNL reporting is not included in reports, with exception of PNL vector histogram.
  3. Swaptions added to IRS product scope and interest rate view.
  4. CMECE added as a futures and options exchange

Input options updated.

  1. Updated Download and Software selections, which are based on given entitlements and available products.
  2. Cleared EOD removed from rates calculator.
  3. Updated manually entered trades menu options.
  4. Brazil Real added to supported currencies for Zero Coupon swaps and IRS Layout Reference.
  5. P&L no longer listed in Delta Ladder report.
  6. Contributing factor breakdown is no longer available from Futures and Options reports.
  7. IRS Margin Details Scenario Analysis is no longer available.

Jun 22, 2015

Getting Started

Revised login instructions

Aug 15, 2014

  1. Manage Report Generation (now called Run Analysis)
  2. Rates Calculation
  3. Trade Overview
  4. Manage Portfolios (Rates)

and CDS / FX

  • Added Termination to the Rates Calculation Section (1).
  • Updated Rates Calculation screen to include Status (CORE/Cleared) (3).
  • Updated IRS description (4).
  • Search feature added to Portfolio menu descriptions (5).

May 10, 2014

  1. Download Center
  2. The IRS Trade Editor
  3. Basic Layout Reference

Updates that reference above changes:

  1. The Landing Page and Main Menu
  2. Manage Trades
  3. Manually Enter Interest Rate Swaps
  1. Added new screen for Download Center.
  2. Added Basic Swap information.
  3. Added a new Basic Layout Reference.

 

  1. Modified download center content.
  2. Added a section for IRS Trades.
  3. Modified to take into account Basic Swap.

Apr 14, 2014

  1. Rates Calculation
  2. CDS and FX Trade Management

Removed legacy data for IRS and DL. (n/a)

Adjustments to existing sections for removal of legacy IRS and DL section:

  • Modified Rates Calcution section (1).
  • Added CDS and FX Trade Managment section (2).

Mar 15, 2014

  1. Added topics:
  1. Modified topics:
  • Added sections for Rates Calculator (1) .
  • Modified section to reference Rates Calculator (2).

Jan 10, 2014

Added topics:

  • Futures and Options Trade Management
  • Manage Portfolios
  • Manage Trades
  • Base Trades and Hypothetical Portfolios
  • Added topics for Futures and Options GUI update (1).
  • Modified existing topics to adjust for Futures and Options GUI update (2).

Aug 24, 2013

  1. Trade Overview
  2. Add Trade Information to a Grid
  3. Manually Enter Interest Rate Swaps
  4. Using the IRS Single Trade Editor
  5. Margining, Viewing and Exporting
  • Updates for VNS (1, 2, 3, 4).
  • Scheduling a margin report (5).

 





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