Support
: User Guide
The User Guide outlines how to use the CoreTRM platform from a client perspective.
The information provided covers many of the core features of CoreTRM but in practice a client implementation will have extended data and features depending on specific requirements.
- Overview
- Introduction and Navigation
- Quick Links
- Trading : Physical Deal Entry
- Trading : Paper Deal Entry
- Trading : Vessel Deal Entry
- Trading : Contract Fees
- Trading : Contract Specification
- Trading : Internal and Inter-entity Deal Entry
- Trading : MTM Groups
- Trading : Approvals
- Trading : Attachments
- Operations : Transaction Update
- Operations : Matching Buy/Sell Deal (Box Version)
- Operations : Matching Buy/Sell Deal (Table Version)
- Operations : Fees
- Operations : Specification Adjustment
- Operations : Inventory
- Operations : Letter of Credit
- Accounting : Fees
- Accounting : Settlement and Invoicing
- Risk Management : Strategies
- Risk Management : Valuations
- Risk Management : RM Dashboard Profit and Loss
- Risk Management : RM Dashboard Price Exposure
- Credit : Credit Exposure
- Credit : Companies
- Price Data : Prices
- Price Data : Price Series
- Price Data : Forward Curves
- Price Data : Exchange Rates
- Price Data : Formulae
- Price Data : Setup
- Reference Data : Accounting
- Reference Data : Books
- Reference Data : Calendars
- Reference Data : Commodities
- Reference Data : Container
- Reference Data : Credit
- Reference Data : Currencies
- Reference Data : Event
- Reference Data : Fee Type
- Reference Data : GT and C
- Reference Data : Incoterms
- Reference Data : Location
- Reference Data : Shipping
- Reference Data : Specification
- Reference Data : Tax
- Reference Data : Units