updated transaction reporting information

Manually entered certification details are required (ATS Team Members, Algo Testing & Procedure Declarations, Key Contacts)

Updated My Account (Profile) navigational menu

Added instructions for managing cancel on behalf functionality for GFIDs managing futures and options orders / mass quotes

added SFTP support topic and frequently asked questions

Added instructions for expiring a GUS

Added instructions for expiring a GUS

Added required MiFID article 26 compliance question, all UK/EU market participants must specify intended compliance with transaction reporting requirements.

Added required MiFID article 26 compliance question, all UK/EU market participants must specify intended compliance with transaction reporting requirements.

UK / EU Market participants must specify the short code and register person identifier information (PII) at the upload facility.

UK / EU Market participants must specify the short code and register person identifier information (PII) at the upload facility.

For system certification, users can upload a pdf file or manually enter required algorithmic system operating details

Authorized firm admins can perform additional entitlement management functions directly from the Edit Entitlements screen.

New User Administration role for BrokerTec / EBS - Risk Management Tools API

New function: Enable Cancel on Behalf function

Added note: if GUS will be used by prime client / bank, the email domain must be registered prior to creating the GUS.

Additional details for SSH authentication and PGP encryption and its use for sending / receiving encrypted files

Making user entitlements pending / active

Reviewing submitted requests

new module to associate algorithmic automated trading systems with a GFID / GUS

reorder SFTP ID creation: Complete authentication / encryption, multi-factor authentication before generating the password.

Added application roles that can be assigned from the User Administration function

Accessing SFTP Data and Reports: Added EBS connection IP address

SFTP post trade report registration form link updated

EREP and SFTP report registration form links added

Added instructions for EBS report request and setup

Added instructions to update Algo owner information

Additional topics added to assist users to manage My Account functions

BrokerTec EU customers are required to certify algorithmic trading systems annually.

BrokerTec EU customers must provide additional information on the NEX Upload Facility for BrokerTec EU.

Added Globex Firm ID, Globex User Signature video tutorial.

Globex Firm ID, Globex User Signature process updates.

renamed Tag 50 to Operator (also called Globex Operator ID / CME Globex Operator ID)

Consolidated User Administration instructions for simpler navigation.

Added BrokerTec User Admin roles

Associated entity includes two character Firm ID.

Authorized trading firm users can register a Tag 50 ID and submit to clearing firm for approval.

Added mobile optimized home page.

Added required date of birth field.

video overview and tutorial guides steps required to create tag 50 IDs.

Adding clearing firm selections

Removed.

For administrative instructions for Positions, refer to FEC Plus / FEC+.

Updated links to CME Group Login

updated application name, FirmSoft Administration to FirmSoft

Updated iLink Sessions table: Key ID / Expiration Date with key management options - generate, download, delete

Removed Request Center - Incentive Program

New self-service administration functionality for managing FirmSoft application entitlements.

Revised and reduced instructions for all user administration self-service applications.

Clearing member firm administrators can register tag 50 ID for individuals and ATS teams

Background Attestation - Annual Enrollment

Additional guidance for clearing firm relationship updates.

Added user selectable themes and backgrounds and website tiles.

Submitted iLink sessions are created directly and do not require clearing firm administrator approval.

A list of available Tag 50 IDs can be exported.

Target sessions cannot be directly deleted; Drop Copy Group only. Contact GAM for assistance

Authorized users can receive entitlements to view Tag 50 ID details for their firm.

Admin Manager users can authorize user entitlements for users to view and / or manage Request Center self-service capabilities.

Updated available Request Center Roles / Entitlements: Tag 50 View, Tag 50 Permissions.

Risk Management Tools: Updated details for Front / Middle / Back office entitlements.

Added instructions for securing iLink Sessions and Drop Copy Groups with Hash Message Authentication Codes (HMAC).

New entitlement enables authorized users to enable execution / trading users to view firm-wide Tag 50 details.

• Updated roles and entitlements for Read, Write, Approver.
• Updated Program status, and submission options to include: Renew, Apply, Resume, Review and Submit.
• Terms of Participation updates.

Added solution for generating and managing HMAC secure key authentication

CME Europe decommission, removed references to registration forms and entitlement administration assignment.

• Ability to search for a particular Tag 50 ID.
• Frequently asked questions, which describes reasons for Tag 50 registration, related functionality and references to related content.

New functionality for Registered Entity users to view Tag 50 / CME Globex Operator IDs.

Visual menu update

Additional Incentive Program functionality, supporting application creation, renewal, save and resume.

Using the User Administration function, authorized individuals can manage Risk Management Tools, Asset Management, Settlement Firm.

Enhanced Incentive Program page, with additional search and filter options, including the ability to export the program list.

Enhanced user administration process enables adding an application administrator, with entitlements of the admin manager.

Authorized individuals can manage incentive programs in which they are enrolled, including the ability to:

• Filter Program List.
• Export Program list to Excel format.
• Renew Incentive Programs.
• View Performance and Incentive Accounts.

Authorized individuals can view incentive programs in which they are enrolled.

Added User Administration - Positions instructions.

Added User Administration - Deliveries instructions.

References to the SMART Click service has been changed to CME Group Login.

Added Entitlements by Application, which describes profile and scope by self-service application.

Revised Add / Modify / Revoke entitlement procedures.

new self-service functionality for creating and managing iLink sessions.

general update for administration topics.