Class Outlines

Trading Deals

 

The purpose of this class is to help participants understand trading deal capture in SolArc RightAngle, including the ability to enter a deal into the system, attach pricing provisions, navigate to parts of the Trader’s Desktop and perform other basic deal-related activities.


The following topics are covered in this class:

 

  • Overview of Deal Architecture
  • Discussion of Deal Types
  • Trading Desktop Overview
  • Deal Templates
  • Deal Scraps
  • Rapid Deal Entry (Customized Deal Capture)
  • Physical Deals (Purchase, Buy/Sell, Exchange, etc.)
  • How Trading Deal Data Is Used DownstreamFinancial Deals (Futures, Options, Swaps, etc.)
  • Other Deal Types (Inhouse Deals, Write Offs, etc.)
  • Deal Pricing Provisions
  • Contract Management and Approval
  • Printing Contracts