User Help System

Access Manager

Using Access Manager, Clearing Firm Risk Managers can manage permissions for CME Globex accounts to submit orders for restricted products.

Clearing Firm Risk Managers are automatically assigned permissions to use Access Manager.
Access Manager does not keep a record of open orders or start of day positions.
Open positions and resting orders, entered before the restriction period, are valid until acted upon or contract expiration.

Authorized users can permit accounts to submit orders for restricted products during the restricted period before contract expiration; see Granting Account Permissions - Individual / All Accounts)

Restricted Products

The following MAC Secured Overnight Financing Rate (SOFR) Swap and MAC Swap futures are restricted five trading / business days prior to the last trading day for the expiring contract

Product	iLink: TAG 1151-SECURITY GROUP MDP 3.0: TAG 6937-ASSET	iLink: TAG 55-SYMBOL MDP 3.0 TAG 1151 - SECURITY GROUP
30-Year USD MAC SOFR Swap Futures	B1S	SM
20-Year MAC SOFR Swap Futures	E1S	S2
10-Year MAC SOFR Swap Futures	N1S	SN
7-Year MAC SOFR Swap Futures	S1S	S7
5-Year MAC SOFR Swap Futures	F1S	SF
2-Year MAC SOFR Swap Futures	T1S	SJ
30-Year USD MAC Swap Futures	B1U	SM
20-Year USD MAC Swap Futures	E1U	S2
10-Year USD MAC Swap Futures	N1U	SN
7-Year USD MAC Swap Futures	S1U	S7
5-Year USD MAC Swap Futures	F1U	SF
2-Year USD MAC Swap Futures	T1U	SJ

Note: For additional information, see Interest Rate Swaps on the Client Systems wiki.
For trading days, hours and restricted periods see Trading Hours - Globex and CME Group Holiday Calendar

The following 30 year Uniform Mortgage Backed Securities (UMBS) TBA futures are restricted three trading / business prior to the last trading day for the expiring contract

Product	MDP 3.0: TAG 6937-ASSET	iLink: TAG 55-SYMBOL MDP 3.0 TAG 1151 - SECURITY GROUP	Market Data Channel
30-Year UMBS TBA Futures - 2.0% Coupon	20U	BM	344
30-Year UMBS TBA Futures - 2.5% Coupon	25U
30-Year UMBS TBA Futures - 3.0% Coupon	30U
30-Year UMBS TBA Futures - 3.5% Coupon	35U
30-Year UMBS TBA Futures - 4.0% Coupon	40U
30-Year UMBS TBA Futures - 4.5% Coupon	45U
30-Year UMBS TBA Futures - 5.0% Coupon	50U

Note: For additional information, see UMBS TBA futures.
For trading days, hours and restricted periods see Trading Hours - Globex and CME Group Holiday Calendar

The following Crude Oil futures are restricted two trading / business days prior to the last trading day for the expiring contract

Product	iLink: TAG 1151-SECURITY GROUP MDP 3.0: TAG 6937-ASSET	iLink: TAG 55-SYMBOL MDP 3.0 TAG 1151 - SECURITY GROUP
Crude Oil Futures	CL	CL
WTI Crude Oil London Trade at Market Futures	CLL	TM
WTI Crude Oil Singapore Trade at Marker Futures	CLS	TS

The Crude Oil TAS future is restricted one trading / business day prior to the last trading day for the expiring contract

Product

iLink: TAG 1151-SECURITY GROUP

MDP 3.0: TAG 6937-ASSET

iLink: TAG 55-SYMBOL

MDP 3.0 TAG 1151 - SECURITY GROUP

Crude Oil TAS Futures

CLT

Note:For all CL products, Executing Firms are automatically defaulted to permit all accounts to trade during the restricted period.
To enforce the restricted period, use the revoke function.
For trading days, hours and restricted periods see Trading Hours - Globex and CME Group Holiday Calendar

The following COMEX London Spot Gold / Silver futures are restricted one calendar day prior to the last trading day for the expiring contract

Product

iLink: TAG 1151-SECURITY GROUP

MDP 3.0: TAG 6937-ASSET

iLink: TAG 55-SYMBOL

MDP 3.0 TAG 1151 - SECURITY GROUP

COMEX London Spot Gold

GSP

COMEX London Spot Silver

SSP

Note: For additional information, see Precious Metals Spot Spreads and London Spot Gold / London Spot Silver on the Client Systems wiki.
For trading days, hours and restricted periods see Trading Hours - Globex and CME Group Holiday Calendar

Use the Access Manager to:

The below instructions illustrate the process to manage account permissions to trade restricted products, including:

View Active Permissions
Grant Permissions to execution firm accounts
Individual
All Accounts
Revoke Active Permissions for execution firm accounts
Individual
All accounts

Viewing Active Permissions

To view active permissions:

From the Access Manager tab, select Grant / Revoke Permission.

The Access Manager - Grant / Revoke Permission page appears.

Select Legal Clearing Entity and Execution Firm to manage.

Active permissions appear in a list.

Available functions:

Filters: Select appropriate criteria, and select Apply. Filtered rows are removed from list and a message displays indicating filters are applied.
Refresh: Cancel active filters.
SelectAll: Selects all permission assignments in the list.
ClearSelected: Deselect selected checkboxes.
Revoke: Removes permission assignment and blocks the account from submitting buy / sell orders for the restricted product.

Note: Clearing Firm Risk Managers can view a summary report of all Firm / Account product permissions by accessing the Access Manager Report > Active Permissions by Legal Clearing Entity.
See Report - Active Permissions by Legal Clearing Entity.

Report - Active Permissions by Legal Clearing Entity

Clearing Firm Risk Managers can access a report that lists all active permissions for a given Legal Clearing Entity (LCE).

To access the active permissions report:

From the Reports tab, select Access Manager > Active Permissions by Legal Clearing Entity.

Select the Legal Clearing Entity from the drop down menu, then select Run Report ().

If you have access to one LCE, it is automatically selected.

A MS Excel compatible report (ActivePermissionsByLegalClearingEntity_date.xls) is downloaded to the default web browser directory.

Information included in the report details active permissions assigned to execution firms and accounts associated with the LCE.

Execution Firm ID
Account ID
Product Information
Product
Product Description
Derivative Type
Full Name of the user that assigned the permission for the account and execution firm
Date: Effective date the permissions was assigned