Editing GUS Information

The following instructions illustrate the process to Edit Information for an existing Globex User Signature (GUS) and the associated Globex Firm ID (GFID).

  • To edit EBS Globex User Signature Information:
  1. From the Request Center menu, select EBS Requests > Globex User Signatures.

  1. From the Actions column, select the Edit icon ().

  1. Step 1: GUS Information:

  • EBS Workstation: Request EBS Workstation access for the person / algo operator and a role (view-only / trader).
  • Self-Match Prevention: (Optional) Select a SMP ID to prevent matching orders for accounts with a common beneficial owner, within and across different Globex Firm IDs and clearing firms.
  • CME Group Login / Email / Contact Information: Review and update contact information for the individual.

  1. Step 2: Order Entry Products:

Review and update available products and max order size for this user.

  • Select products: Select ()/ Deselect () all products within the group.

To enable individual products after deselecting a group, expand the product group, then select individual checkboxes.

  • Manage Product Entitlements: Select / deselect products.
  • Filter: View / select products for a particular currency/ product type.

  • Manage Max Order Size: Max Order Size is specified in currency or product unit / quantity.

  • Currency: In millions of the selected currency (Example: Currency 25 = maximum order size of 25 million GBP).

  • Weight: Example: Spot Precious Metals - thousand ounce units (e.g. XAU - 20 Ounces = maximum order size of 20 thousand ounces of gold).

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  • Short Code: Identifies the individual responsible for trading decisions (required for certain products).

  1. Step 3: Market Data Products:

Automatically selected based on Order Entry Products; update as necessary.

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  1. Select Next, review, then Confirm and Submit.

Editing associated EBS Globex Firm ID Information

The following instructions illustrate the process to edit details for a GFID that is associated with a GUS:

  • Entity information
  • Venue
  • Order entry / Market data products.

For each step, a list of editable fields is described.

  • To edit an EBS Globex Firm ID:
  1. From the Request Center menu, select EBS Requests > Globex Firm IDs.

  1. From the Actions column, select the Edit icon ().

The following information can be updated:

  • Globex Firm ID Name: The Globex market participant name must be unique at the entity.
  • Effective Date: GFIDs are available for order entry on the specified date.
  • Operating City / Country / Postal Code
  • Venue: EBS Globex / EBS Direct

If EBS Direct is selected, specify information for additional fields:

  • Direct Connection Region: Select the direct connection to CME Group: LN-London, TY-Tokyo, NY-New York
  • Liquidity Information: Liquidity Provider / Consumer

  • Product Entitlements: Select / deselect products or use the filter to view products for a particular currency/ metal.
  • Max Order Size: Enter max order size by currency or weight.

Select / deselect market data products.

  1. After updating and reviewing GFID details, select Confirm and Submit to save.

Expiring an EBS Globex User Signature

EBS Globex User Signature includes a function to expire previously registered identifiers that are no longer needed / not-used.

  • To expire an EBS GUS:
  1. From the EBS Requests > Globex User Signature page, select the Expire () icon (in the Actions column).

  1. On the dialog that appears, confirm the expiration request.

The selected GUS and associated trading systems will be expired.

Note: To view Algorithmic trading systems associated with the GUS (before expiring), search the Algorithmic Trading function for the GUS, then expand the Algorithm Name field.

  1. If necessary, assign a new GUS for the associated GFID.

Note: To view the expired GUS, select Include Expired, from the filter above the GUS list.